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