Kingsview Wealth Management’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
3,077
+1,359
| +79% | +$476K | 0.02% | 562 |
|
|
2025
Q1 | $296K | Sell |
1,718
-212
| -11% | -$36.5K | 0.01% | 896 |
|
|
2024
Q4 | $479K | Buy |
1,930
+258
| +15% | +$64.1K | 0.01% | 756 |
|
|
2024
Q3 | $298K | Sell |
1,672
-774
| -32% | -$138K | 0.01% | 891 |
|
|
2024
Q2 | $544K | Buy |
2,446
+883
| +56% | +$196K | 0.01% | 660 |
|
|
2024
Q1 | $414K | Sell |
1,563
-68
| -4% | -$18K | 0.01% | 720 |
|
|
2023
Q4 | $284K | Buy |
+1,631
| New | +$284K | 0.01% | 785 |
|
|
2022
Q3 | – | Sell |
-4,564
| Closed | -$215K | – | 827 |
|
|
2022
Q2 | $215K | Buy |
4,564
+2,045
| +81% | +$96.3K | 0.01% | 747 |
|
|
2022
Q1 | $478K | Buy |
2,519
+790
| +46% | +$150K | 0.02% | 580 |
|
|
2021
Q4 | $436K | Buy |
+1,729
| New | +$436K | 0.02% | 607 |
|
|
2021
Q3 | – | Sell |
-898
| Closed | -$217K | – | 848 |
|
|
2021
Q2 | $217K | Buy |
+898
| New | +$217K | 0.01% | 804 |
|