Robertson Stephens 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 | $747K | Sell |
2,131
-6,980
| -77% | -$2.45M | 0.02% | 300 |
|
|
2025
Q1 | $1.57M | Buy |
9,111
+7,090
| +351% | +$1.22M | 0.05% | 213 |
|
|
2024
Q4 | $502K | Buy |
2,021
+11
| +0.5% | +$2.73K | 0.02% | 356 |
|
|
2024
Q3 | $358K | Sell |
2,010
-89
| -4% | -$15.9K | 0.01% | 492 |
|
|
2024
Q2 | $466K | Buy |
2,099
+89
| +4% | +$19.8K | 0.02% | 342 |
|
|
2024
Q1 | $533K | Buy |
+2,010
| New | +$533K | 0.03% | 333 |
|