Refined 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 | $20.6M | Buy |
58,748
+940
| +2% | +$329K | 14.15% | 1 |
|
|
2025
Q1 | $9.96M | Buy |
57,808
+8,132
| +16% | +$1.4M | 8.14% | 5 |
|
|
2024
Q4 | $12.3M | Sell |
49,676
-463
| -0.9% | -$115K | 9.39% | 4 |
|
|
2024
Q3 | $8.93M | Sell |
50,139
-720
| -1% | -$128K | 6.89% | 5 |
|
|
2024
Q2 | $11.3M | Sell |
50,859
-989
| -2% | -$220K | 8.72% | 4 |
|
|
2024
Q1 | $13.7M | Sell |
51,848
-1,726
| -3% | -$458K | 9.68% | 4 |
|
|
2023
Q4 | $9.32M | Sell |
53,574
-110
| -0.2% | -$19.1K | 7.27% | 4 |
|
|
2023
Q3 | $4.03M | Sell |
53,684
-1,754
| -3% | -$132K | 3.62% | 11 |
|
|
2023
Q2 | $3.97M | Buy |
55,438
+526
| +1% | +$37.6K | 3.27% | 12 |
|
|
2023
Q1 | $3.71M | Buy |
54,912
+252
| +0.5% | +$17K | 3.28% | 11 |
|
|
2022
Q4 | $1.93M | Buy |
54,660
+6,781
| +14% | +$240K | 1.69% | 14 |
|
|
2022
Q3 | $3.09M | Buy |
47,879
+1,175
| +3% | +$75.8K | 2.79% | 13 |
|
|
2022
Q2 | $2.2M | Buy |
+46,704
| New | +$2.2M | 1.96% | 14 |
|
|
2022
Q1 | – | Sell |
-13,845
| Closed | -$3.49M | – | 28 |
|
|
2021
Q4 | $3.49M | Buy |
13,845
+672
| +5% | +$170K | 2.71% | 13 |
|
|
2021
Q3 | $3M | Buy |
+13,173
| New | +$3M | 2.43% | 14 |
|