Valeo Financial 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 | $1.66M | Buy |
4,749
+791
| +20% | +$277K | 0.04% | 197 |
|
|
2025
Q1 | $682K | Buy |
3,958
+1,709
| +76% | +$294K | 0.02% | 335 |
|
|
2024
Q4 | $558K | Buy |
2,249
+228
| +11% | +$56.6K | 0.02% | 382 |
|
|
2024
Q3 | $360K | Sell |
2,021
-35
| -2% | -$6.24K | 0.01% | 488 |
|
|
2024
Q2 | $457K | Sell |
2,056
-106
| -5% | -$23.6K | 0.01% | 417 |
|
|
2024
Q1 | $485K | Sell |
2,162
-165
| -7% | -$37K | 0.02% | 387 |
|
|
2023
Q4 | $404K | Buy |
+2,327
| New | +$404K | 0.02% | 414 |
|
|
2022
Q2 | – | Sell |
-3,546
| Closed | -$673K | – | 513 |
|
|
2022
Q1 | $673K | Buy |
+3,546
| New | +$673K | 0.03% | 255 |
|