Moneta Group Investment Advisors’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
3,109
+158
| +5% | +$55.4K | 0.01% | 297 |
|
|
2025
Q1 | $508K | Sell |
2,951
-171
| -5% | -$29.5K | 0.01% | 416 |
|
|
2024
Q4 | $775K | Sell |
3,122
-307
| -9% | -$76.2K | 0.01% | 318 |
|
|
2024
Q3 | $611K | Buy |
3,429
+227
| +7% | +$40.4K | 0.01% | 366 |
|
|
2024
Q2 | $712K | Sell |
3,202
-115
| -3% | -$25.6K | 0.01% | 323 |
|
|
2024
Q1 | $879K | Buy |
3,317
+153
| +5% | +$40.6K | 0.01% | 283 |
|
|
2023
Q4 | $550K | Buy |
+3,164
| New | +$550K | 0.01% | 328 |
|
|
2022
Q2 | – | Sell |
-1,185
| Closed | -$225K | – | 476 |
|
|
2022
Q1 | $225K | Buy |
+1,185
| New | +$225K | 0.01% | 401 |
|