Montag & Associates’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Buy |
2,293
+2,222
| +3,130% | +$779K | 0.04% | 259 |
|
|
2025
Q1 | $12.2K | Hold |
71
| – | – | ﹤0.01% | 769 |
|
|
2024
Q4 | $17.6K | Hold |
71
| – | – | ﹤0.01% | 724 |
|
|
2024
Q3 | $12.7K | Hold |
71
| – | – | ﹤0.01% | 780 |
|
|
2024
Q2 | $15.8K | Sell |
71
-45
| -39% | -$10K | ﹤0.01% | 730 |
|
|
2024
Q1 | $30.8K | Hold |
116
| – | – | ﹤0.01% | 653 |
|
|
2023
Q4 | $20.2K | Hold |
116
| – | – | ﹤0.01% | 689 |
|
|
2023
Q3 | $8.71K | Buy |
116
+25
| +27% | +$1.88K | ﹤0.01% | 755 |
|
|
2023
Q2 | $6.51K | Buy |
91
+80
| +727% | +$5.73K | ﹤0.01% | 795 |
|
|
2023
Q1 | $744 | Buy |
11
+5
| +83% | +$338 | ﹤0.01% | 895 |
|
|
2022
Q4 | $212 | Buy |
+6
| New | +$212 | ﹤0.01% | 940 |
|
|
2021
Q4 | – | Sell |
-50
| Closed | -$11K | – | 865 |
|
|
2021
Q3 | $11K | Hold |
50
| – | – | ﹤0.01% | 719 |
|
|
2021
Q2 | $13K | Buy |
+50
| New | +$13K | ﹤0.01% | 705 |
|