SVB Wealth’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Sell |
1,583
-1,985
| -56% | -$696K | 0.03% | 290 |
|
|
2025
Q1 | $615K | Sell |
3,568
-34
| -0.9% | -$5.86K | 0.03% | 195 |
|
|
2024
Q4 | $894K | Buy |
+3,602
| New | +$894K | 0.02% | 344 |
|
|
2024
Q3 | – | Sell |
-29,906
| Closed | -$6.65M | – | 129 |
|
|
2024
Q2 | $6.65M | Buy |
29,906
+105
| +0.4% | +$23.3K | 0.16% | 126 |
|
|
2024
Q1 | $7.9M | Buy |
29,801
+1,416
| +5% | +$375K | 0.18% | 128 |
|
|
2023
Q4 | $4.94M | Sell |
28,385
-1,568
| -5% | -$273K | 0.12% | 164 |
|
|
2023
Q3 | $2.25M | Sell |
29,953
-1,106
| -4% | -$83K | 0.05% | 212 |
|
|
2023
Q2 | $2.22M | Sell |
31,059
-13,213
| -30% | -$945K | 0.04% | 224 |
|
|
2023
Q1 | $2.99M | Buy |
44,272
+1,766
| +4% | +$119K | 0.04% | 215 |
|
|
2022
Q4 | $1.5M | Buy |
42,506
+5,162
| +14% | +$183K | 0.02% | 324 |
|
|
2022
Q3 | $2.41M | Buy |
+37,344
| New | +$2.41M | 0.04% | 236 |
|
|
2022
Q2 | – | Sell |
-1,237
| Closed | -$235K | – | 773 |
|
|
2022
Q1 | $235K | Buy |
1,237
+337
| +37% | +$64K | ﹤0.01% | 652 |
|
|
2021
Q4 | $228K | Sell |
900
-4,043
| -82% | -$1.02M | ﹤0.01% | 654 |
|
|
2021
Q3 | $1.12M | Sell |
4,943
-1,473
| -23% | -$335K | 0.01% | 369 |
|
|
2021
Q2 | $1.63M | Buy |
+6,416
| New | +$1.63M | 0.02% | 288 |
|