Perennial Investment 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 | $375K | Sell |
1,070
-1,169
| -52% | -$410K | 0.04% | 299 |
|
|
2025
Q1 | $386K | Buy |
2,239
+159
| +8% | +$27.4K | 0.04% | 272 |
|
|
2024
Q4 | $516K | Buy |
2,080
+584
| +39% | +$145K | 0.06% | 224 |
|
|
2024
Q3 | $267K | Sell |
1,496
-40
| -3% | -$7.13K | 0.03% | 308 |
|
|
2024
Q2 | $341K | Buy |
1,536
+194
| +14% | +$43.1K | 0.05% | 261 |
|
|
2024
Q1 | $356K | Buy |
+1,342
| New | +$356K | 0.05% | 228 |
|
|
2022
Q1 | – | Sell |
-1,102
| Closed | -$282K | – | 223 |
|
|
2021
Q4 | $282K | Buy |
1,102
+110
| +11% | +$28.1K | 0.09% | 181 |
|
|
2021
Q3 | $225K | Buy |
+992
| New | +$225K | 0.08% | 191 |
|