Three Bridge Wealth 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
$26M Buy
74,236
+66
+0.1% +$23.1K 6.86% 3
2025
Q1
$12.8M Sell
74,170
-228
-0.3% -$39.3K 4.44% 5
2024
Q4
$18.5M Sell
74,398
-50,000
-40% -$12.4M 6.47% 4
2024
Q3
$22.2M Hold
124,398
8.18% 2
2024
Q2
$27.6M Buy
124,398
+52
+0% +$11.6K 10.96% 2
2024
Q1
$33M Sell
124,346
-25,717
-17% -$6.82M 12.99% 2
2023
Q4
$26.1M Buy
150,063
+188
+0.1% +$32.7K 9.03% 3
2023
Q3
$11.3M Buy
149,875
+59
+0% +$4.43K 4.67% 4
2023
Q2
$10.7M Hold
149,816
4.54% 4
2023
Q1
$10.1M Sell
149,816
-7,800
-5% -$527K 4.69% 4
2022
Q4
$5.58M Hold
157,616
2.99% 10
2022
Q3
$10.2M Hold
157,616
5.17% 3
2022
Q2
$7.41M Sell
157,616
-3,800
-2% -$179K 3.63% 5
2022
Q1
$30.6M Buy
+161,416
New +$30.6M 8.57% 3