United Capital Financial Advisors’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
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|
2025
Q1 | $782K | Buy |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $766K | Sell |
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|
2024
Q2 | $993K | Sell |
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q4 | $674K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $410K | Sell |
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|
2022
Q2 | $470K | Buy |
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|
2022
Q1 | $1.76M | Buy |
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|
2021
Q4 | $2.13M | Buy |
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|
2021
Q3 | $1.7M | Buy |
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|
2021
Q2 | $1.88M | Buy |
|