Three Bridge Wealth Advisors’s Coinbase COIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13M	Buy	74,173 +3	+0%	+$591	3.56%	10
2025 Q4	$16.8M	Hold	74,170	–	–	4.42%	6
2025 Q3	$25M	Sell	74,170 -66	-0.1%	-$22.4K	6.45%	5
2025 Q2	$26M	Buy	74,236 +66	+0.1%	+$15.4K	6.86%	3
2025 Q1	$12.8M	Sell	74,170 -228	-0.3%	-$55.2K	4.44%	5
2024 Q4	$18.5M	Sell	74,398 -50,000	-40%	-$12.7M	6.47%	4
2024 Q3	$22.2M	Hold	124,398	–	–	8.18%	2
2024 Q2	$27.6M	Buy	124,398 +52	+0%	+$12K	10.96%	2
2024 Q1	$33M	Sell	124,346 -25,717	-17%	-$4.63M	12.99%	2
2023 Q4	$26.1M	Buy	150,063 +188	+0.1%	+$20.5K	9.03%	3
2023 Q3	$11.3M	Buy	149,875 +59	+0%	+$4.97K	4.67%	4
2023 Q2	$10.7M	Hold	149,816	–	–	4.54%	4
2023 Q1	$10.1M	Sell	149,816 -7,800	-5%	-$467K	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%	-$362K	3.63%	5
2022 Q1	$30.6M	Buy	+161,416	New	+$31.5M	8.57%	3