Simon Quick 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 | $1.08M | Buy |
3,080
+678
| +28% | +$238K | 0.04% | 238 |
|
|
2025
Q1 | $414K | Buy |
2,402
+280
| +13% | +$48.2K | 0.02% | 342 |
|
|
2024
Q4 | $527K | Buy |
2,122
+166
| +8% | +$41.2K | 0.03% | 235 |
|
|
2024
Q3 | $349K | Buy |
1,956
+226
| +13% | +$40.3K | 0.02% | 288 |
|
|
2024
Q2 | $384K | Sell |
1,730
-533
| -24% | -$118K | 0.03% | 255 |
|
|
2024
Q1 | $600K | Sell |
2,263
-1,000
| -31% | -$265K | 0.05% | 178 |
|
|
2023
Q4 | $568K | Buy |
3,263
+8
| +0.2% | +$1.39K | 0.05% | 159 |
|
|
2023
Q3 | $244K | Buy |
3,255
+118
| +4% | +$8.86K | 0.02% | 272 |
|
|
2023
Q2 | $224K | Sell |
3,137
-30
| -0.9% | -$2.15K | 0.02% | 256 |
|
|
2023
Q1 | $214K | Buy |
+3,167
| New | +$214K | 0.02% | 250 |
|
|
2022
Q3 | – | Sell |
-2,477
| Closed | -$230K | – | 205 |
|
|
2022
Q2 | $230K | Buy |
+2,477
| New | +$230K | 0.03% | 156 |
|