MAI Capital 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 | $953K | Buy |
2,718
+244
| +10% | +$85.5K | 0.01% | 646 |
|
|
2025
Q1 | $426K | Buy |
2,474
+264
| +12% | +$45.5K | ﹤0.01% | 845 |
|
|
2024
Q4 | $549K | Buy |
2,210
+353
| +19% | +$87.6K | ﹤0.01% | 787 |
|
|
2024
Q3 | $331K | Buy |
1,857
+36
| +2% | +$6.41K | ﹤0.01% | 817 |
|
|
2024
Q2 | $405K | Buy |
1,821
+19
| +1% | +$4.22K | ﹤0.01% | 864 |
|
|
2024
Q1 | $478K | Buy |
1,802
+35
| +2% | +$9.28K | 0.01% | 790 |
|
|
2023
Q4 | $307K | Buy |
+1,767
| New | +$307K | ﹤0.01% | 836 |
|
|
2023
Q2 | – | Sell |
-4,225
| Closed | -$285K | – | 1058 |
|
|
2023
Q1 | $285K | Buy |
+4,225
| New | +$285K | ﹤0.01% | 805 |
|
|
2022
Q2 | – | Sell |
-2,531
| Closed | -$481K | – | 862 |
|
|
2022
Q1 | $481K | Sell |
2,531
-9,918
| -80% | -$1.88M | 0.01% | 546 |
|
|
2021
Q4 | $3.14M | Buy |
12,449
+11,043
| +785% | +$2.79M | 0.05% | 206 |
|
|
2021
Q3 | $320K | Buy |
+1,406
| New | +$320K | 0.01% | 588 |
|