Laidlaw 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 | $792K | Buy |
2,259
+756
| +50% | +$265K | 2.28% | 13 |
|
|
2025
Q1 | $259K | Sell |
1,503
-83
| -5% | -$14.3K | 0.76% | 35 |
|
|
2024
Q4 | $394K | Sell |
1,586
-132
| -8% | -$32.8K | 0.17% | 126 |
|
|
2024
Q3 | $306K | Buy |
1,718
+100
| +6% | +$17.8K | 0.15% | 130 |
|
|
2024
Q2 | $360K | Sell |
1,618
-242
| -13% | -$53.8K | 0.2% | 120 |
|
|
2024
Q1 | $493K | Sell |
1,860
-141
| -7% | -$37.4K | 0.28% | 106 |
|
|
2023
Q4 | $348K | Buy |
+2,001
| New | +$348K | 0.13% | 168 |
|
|
2021
Q4 | – | Sell |
-959
| Closed | -$218K | – | 393 |
|
|
2021
Q3 | $218K | Sell |
959
-1,316
| -58% | -$299K | 0.06% | 227 |
|
|
2021
Q2 | $576K | Buy |
+2,275
| New | +$576K | 0.15% | 134 |
|