Spire 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
$1.86M Buy
5,303
+1,359
+34% +$476K 0.07% 248
2025
Q1
$679K Sell
3,944
-16
-0.4% -$2.76K 0.02% 490
2024
Q4
$983K Sell
3,960
-364
-8% -$90.4K 0.03% 397
2024
Q3
$770K Buy
4,324
+824
+24% +$147K 0.03% 432
2024
Q2
$778K Buy
3,500
+184
+6% +$40.9K 0.03% 396
2024
Q1
$879K Sell
3,316
-1,195
-26% -$317K 0.02% 401
2023
Q4
$563K Sell
4,511
-460
-9% -$57.4K 0.02% 496
2023
Q3
$373K Buy
4,971
+2,773
+126% +$208K 0.01% 546
2023
Q2
$157K Buy
2,198
+1,724
+364% +$123K 0.01% 803
2023
Q1
$32K Sell
474
-123
-21% -$8.31K ﹤0.01% 1403
2022
Q4
$21K Sell
597
-350
-37% -$12.3K ﹤0.01% 1348
2022
Q3
$61K Sell
947
-752
-44% -$48.4K ﹤0.01% 883
2022
Q2
$80K Buy
+1,699
New +$80K ﹤0.01% 1114