Twin Peaks 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 | $243K | Sell |
754
-1,401
| -65% | -$452K | 0.08% | 140 |
|
2025
Q1 | $378K | Sell |
2,155
-23
| -1% | -$4.04K | 0.17% | 99 |
|
2024
Q4 | $541K | Sell |
2,178
-298
| -12% | -$74K | 0.23% | 75 |
|
2024
Q3 | $441K | Sell |
2,476
-308
| -11% | -$54.9K | 0.2% | 79 |
|
2024
Q2 | $619K | Hold |
2,784
| – | – | 0.31% | 65 |
|
2024
Q1 | $738K | Sell |
2,784
-104
| -4% | -$27.6K | 0.41% | 51 |
|
2023
Q4 | $502K | Buy |
+2,888
| New | +$502K | 0.32% | 61 |
|