Perigon Wealth Management’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Sell |
7,310
-755
| -9% | -$265K | 0.06% | 287 |
|
|
2025
Q1 | $1.39M | Buy |
8,065
+304
| +4% | +$52.4K | 0.04% | 377 |
|
|
2024
Q4 | $2.19M | Buy |
7,761
+283
| +4% | +$79.7K | 0.05% | 297 |
|
|
2024
Q3 | $1.33M | Sell |
7,478
-61
| -0.8% | -$10.9K | 0.04% | 366 |
|
|
2024
Q2 | $1.68M | Sell |
7,539
-945
| -11% | -$210K | 0.05% | 278 |
|
|
2024
Q1 | $2.25M | Sell |
8,484
-1,417
| -14% | -$376K | 0.07% | 237 |
|
|
2023
Q4 | $1.72M | Sell |
9,901
-42
| -0.4% | -$7.31K | 0.06% | 247 |
|
|
2023
Q3 | $747K | Sell |
9,943
-5,162
| -34% | -$388K | 0.03% | 360 |
|
|
2023
Q2 | $1.08M | Buy |
15,105
+519
| +4% | +$37.1K | 0.04% | 307 |
|
|
2023
Q1 | $986K | Sell |
14,586
-2,363
| -14% | -$160K | 0.06% | 271 |
|
|
2022
Q4 | $600K | Buy |
16,949
+13,278
| +362% | +$470K | 0.04% | 356 |
|
|
2022
Q3 | $237K | Buy |
+3,671
| New | +$237K | 0.02% | 489 |
|
|
2022
Q2 | – | Sell |
-2,633
| Closed | -$500K | – | 578 |
|
|
2022
Q1 | $500K | Buy |
2,633
+1,090
| +71% | +$207K | 0.04% | 362 |
|
|
2021
Q4 | $389K | Sell |
1,543
-428
| -22% | -$108K | 0.03% | 393 |
|
|
2021
Q3 | $448K | Sell |
1,971
-113
| -5% | -$25.7K | 0.04% | 326 |
|
|
2021
Q2 | $528K | Buy |
+2,084
| New | +$528K | 0.05% | 293 |
|