Sequoia 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
$1.69M Buy
4,831
+1,014
+27% +$355K 0.01% 509
2025
Q1
$657K Sell
3,817
-418
-10% -$72K 0.01% 755
2024
Q4
$1.05M Buy
4,235
+908
+27% +$225K 0.01% 563
2024
Q3
$593K Sell
3,327
-165
-5% -$29.4K 0.01% 689
2024
Q2
$776K Buy
3,492
+178
+5% +$39.6K 0.01% 551
2024
Q1
$879K Buy
3,314
+144
+5% +$38.2K 0.01% 504
2023
Q4
$551K Buy
+3,170
New +$551K 0.01% 699