Montag & Associates’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Buy |
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|
2025
Q1 | $12.2K | Hold |
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|
2024
Q4 | $17.6K | Hold |
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|
2024
Q3 | $12.7K | Hold |
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|
2024
Q2 | $15.8K | Sell |
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|
2024
Q1 | $30.8K | Hold |
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|
2023
Q4 | $20.2K | Hold |
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|
2023
Q3 | $8.71K | Buy |
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|
2023
Q2 | $6.51K | Buy |
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|
2023
Q1 | $744 | Buy |
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|
2022
Q4 | $212 | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $11K | Hold |
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|
2021
Q2 | $13K | Buy |
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