Private Advisory Group’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,759
| Closed | -$685K | – | 200 |
|
|
2024
Q4 | $685K | Buy |
+2,759
| New | +$685K | 0.08% | 138 |
|
|
2023
Q1 | – | Sell |
-90,676
| Closed | -$3.21M | – | 206 |
|
|
2022
Q4 | $3.21M | Sell |
90,676
-36,268
| -29% | -$1.28M | 0.7% | 42 |
|
|
2022
Q3 | $8.19M | Buy |
126,944
+41,966
| +49% | +$2.71M | 1.87% | 12 |
|
|
2022
Q2 | $4M | Buy |
+84,978
| New | +$4M | 0.91% | 38 |
|