NewEdge 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 | $4.67M | Buy |
13,315
+632
| +5% | +$222K | 0.02% | 596 |
|
|
2025
Q1 | $2.18M | Buy |
12,683
+3,467
| +38% | +$597K | 0.01% | 819 |
|
|
2024
Q4 | $2.29M | Buy |
9,216
+2,752
| +43% | +$683K | 0.01% | 782 |
|
|
2024
Q3 | $1.15M | Buy |
6,464
+1,601
| +33% | +$285K | 0.01% | 1040 |
|
|
2024
Q2 | $1.08M | Buy |
4,863
+332
| +7% | +$73.8K | 0.01% | 1028 |
|
|
2024
Q1 | $1.2M | Sell |
4,531
-219
| -5% | -$58.1K | 0.01% | 912 |
|
|
2023
Q4 | $716K | Sell |
4,750
-10,492
| -69% | -$1.58M | 0.01% | 1107 |
|
|
2023
Q3 | $1.14M | Buy |
15,242
+11,270
| +284% | +$846K | 0.01% | 806 |
|
|
2023
Q2 | $284K | Buy |
3,972
+448
| +13% | +$32.1K | ﹤0.01% | 1474 |
|
|
2023
Q1 | $238K | Sell |
3,524
-1,434
| -29% | -$96.9K | ﹤0.01% | 1467 |
|
|
2022
Q4 | $65.8K | Sell |
4,958
-2,662
| -35% | -$35.3K | ﹤0.01% | 1612 |
|
|
2022
Q3 | $491K | Buy |
7,620
+2,399
| +46% | +$155K | 0.01% | 974 |
|
|
2022
Q2 | $245K | Buy |
+5,221
| New | +$245K | ﹤0.01% | 1305 |
|
|
2022
Q1 | – | Sell |
-9,173
| Closed | -$2.31M | – | 1237 |
|
|
2021
Q4 | $2.31M | Buy |
9,173
+4,564
| +99% | +$1.15M | 0.03% | 405 |
|
|
2021
Q3 | $1.05M | Sell |
4,609
-26
| -0.6% | -$5.91K | 0.03% | 511 |
|
|
2021
Q2 | $1.17M | Buy |
+4,635
| New | +$1.17M | 0.03% | 451 |
|