Private Wealth Management Group’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3K | Sell |
55
-14
| -20% | -$4.91K | 0.01% | 313 |
|
|
2025
Q1 | $11.9K | Sell |
69
-4
| -5% | -$689 | ﹤0.01% | 418 |
|
|
2024
Q4 | $18.1K | Sell |
73
-70
| -49% | -$17.4K | 0.01% | 323 |
|
|
2024
Q3 | $25.5K | Hold |
143
| – | – | 0.01% | 243 |
|
|
2024
Q2 | $31.8K | Hold |
143
| – | – | 0.01% | 206 |
|
|
2024
Q1 | $37.9K | Buy |
143
+7
| +5% | +$1.86K | 0.02% | 190 |
|
|
2023
Q4 | $23.7K | Buy |
+136
| New | +$23.7K | 0.01% | 245 |
|