Tyler-Stone Wealth Management’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $350K | Buy |
+1,000
| New | +$350K | 0.06% | 240 |
|
2025
Q1 | – | Sell |
-830
| Closed | -$206K | – | 324 |
|
2024
Q4 | $206K | Buy |
+830
| New | +$206K | 0.04% | 308 |
|
2024
Q3 | – | Sell |
-465
| Closed | -$103K | – | 419 |
|
2024
Q2 | $103K | Hold |
465
| – | – | 0.04% | 278 |
|
2024
Q1 | $123K | Buy |
465
+185
| +66% | +$49K | 0.05% | 247 |
|
2023
Q4 | $48.7K | Hold |
280
| – | – | 0.02% | 355 |
|
2023
Q3 | $21K | Sell |
280
-150
| -35% | -$11.3K | 0.01% | 467 |
|
2023
Q2 | $31K | Buy |
+430
| New | +$31K | 0.02% | 407 |
|
2022
Q4 | $14K | Sell |
403
-9
| -2% | -$313 | 0.01% | 496 |
|
2022
Q3 | $27K | Buy |
412
+50
| +14% | +$3.28K | 0.02% | 382 |
|
2022
Q2 | $17K | Buy |
+362
| New | +$17K | 0.01% | 471 |
|
2022
Q1 | – | Sell |
-262
| Closed | -$66K | – | 821 |
|
2021
Q4 | $66K | Buy |
+262
| New | +$66K | 0.03% | 320 |
|