KMG Fiduciary Partners’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.08M Buy
11,632
+1,163
+11% +$408K 0.3% 81
2025
Q1
$1.8M Buy
+10,469
New +$1.8M 0.15% 142
2022
Q2
Sell
-1,901
Closed -$361K 206
2022
Q1
$361K Buy
+1,901
New +$361K 0.06% 165