Morling Financial Advisors’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$24.7M Sell
2025
Q1
$12.2M Buy
2024
Q4
$17.6M Sell
2024
Q3
$12.7M Sell
2024
Q2
$15.9M Sell
2024
Q1
$19.5M Sell
2023
Q4
$14.1M Sell
2023
Q3
$6.5M Sell
2023
Q2
$6.28M Sell
2023
Q1
$5.94M Sell
2022
Q4
$3.19M Sell
2022
Q3
$6.06M Sell
2022
Q2
$4.66M Buy
2022
Q1
Sell
2021
Q4
$32M Buy