Plante Moran Financial 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 | $7.36K | Hold |
21
| – | – | ﹤0.01% | 602 |
|
|
2025
Q1 | $3.62K | Hold |
21
| – | – | ﹤0.01% | 667 |
|
|
2024
Q4 | $5.21K | Hold |
21
| – | – | ﹤0.01% | 683 |
|
|
2024
Q3 | $3.74K | Hold |
21
| – | – | ﹤0.01% | 709 |
|
|
2024
Q2 | $4.67K | Hold |
21
| – | – | ﹤0.01% | 655 |
|
|
2024
Q1 | $5.57K | Sell |
21
-3
| -13% | -$795 | ﹤0.01% | 681 |
|
|
2023
Q4 | $4.17K | Sell |
24
-222
| -90% | -$38.6K | ﹤0.01% | 659 |
|
|
2023
Q3 | $18.5K | Buy |
246
+225
| +1,071% | +$16.9K | ﹤0.01% | 442 |
|
|
2023
Q2 | $1.5K | Hold |
21
| – | – | ﹤0.01% | 708 |
|
|
2023
Q1 | $1.42K | Hold |
21
| – | – | ﹤0.01% | 723 |
|
|
2022
Q4 | $743 | Hold |
21
| – | – | ﹤0.01% | 777 |
|
|
2022
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 812 |
|
|
2022
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 885 |
|
|
2022
Q1 | – | Sell |
-49
| Closed | -$12K | – | 839 |
|
|
2021
Q4 | $12K | Buy |
+49
| New | +$12K | ﹤0.01% | 657 |
|