Parcion Private 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
$82.1M Buy
234,233
+128
+0.1% +$44.9K 5.86% 3
2025
Q1
$40.3M Sell
234,105
-34,280
-13% -$5.9M 3.29% 7
2024
Q4
$66.6M Sell
268,385
-10,129
-4% -$2.52M 5.09% 4
2024
Q3
$49.6M Sell
278,514
-18,149
-6% -$3.23M 4.13% 6
2024
Q2
$65.9M Hold
296,663
6.03% 2
2024
Q1
$78.7M Sell
296,663
-18,726
-6% -$4.96M 6.92% 3
2023
Q4
$54.9M Hold
315,389
5.02% 5
2023
Q3
$23.7M Sell
315,389
-15,001
-5% -$1.13M 2.46% 10
2023
Q2
$23.6M Buy
330,390
+8,753
+3% +$626K 2.39% 11
2023
Q1
$21.7M Buy
321,637
+53,388
+20% +$3.61M 2.27% 10
2022
Q4
$9.49M Sell
268,249
-45
-0% -$1.59K 1.03% 24
2022
Q3
$17.3M Sell
268,294
-300
-0.1% -$19.3K 1.93% 14
2022
Q2
$19M Sell
268,594
-125
-0% -$8.85K 1.88% 15
2022
Q1
$51M Sell
268,719
-12,218
-4% -$2.32M 4.77% 2
2021
Q4
$64.6M Sell
280,937
-20
-0% -$4.6K 5.84% 3
2021
Q3
$78.8M Buy
+280,957
New +$78.8M 6.99% 1