NewEdge Wealth’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,019
| Closed | -$520K | – | 972 |
|
|
2025
Q1 | $520K | Buy |
3,019
+66
| +2% | +$11.4K | 0.01% | 637 |
|
|
2024
Q4 | $733K | Sell |
2,953
-132
| -4% | -$32.8K | 0.01% | 549 |
|
|
2024
Q3 | $550K | Buy |
3,085
+173
| +6% | +$30.8K | 0.01% | 599 |
|
|
2024
Q2 | $647K | Buy |
2,912
+81
| +3% | +$18K | 0.01% | 488 |
|
|
2024
Q1 | $648K | Buy |
2,831
+1,169
| +70% | +$268K | 0.01% | 500 |
|
|
2023
Q4 | $289K | Buy |
+1,662
| New | +$289K | 0.01% | 630 |
|
|
2022
Q2 | – | Sell |
-5,600
| Closed | -$1.06M | – | 555 |
|
|
2022
Q1 | $1.06M | Buy |
5,600
+636
| +13% | +$121K | 0.05% | 219 |
|
|
2021
Q4 | $1.25M | Buy |
4,964
+1,793
| +57% | +$453K | 0.05% | 216 |
|
|
2021
Q3 | $721K | Hold |
3,171
| – | – | 0.04% | 201 |
|
|
2021
Q2 | $803K | Buy |
+3,171
| New | +$803K | 0.06% | 189 |
|