Valeo Financial Advisors’s Coinbase COIN Stock Holding History

Valeo Financial Advisors’s Portfolio COIN Stock Details COIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.09M	Sell
2025 Q2	$1.66M	Buy
2025 Q1	$682K	Buy
2024 Q4	$558K	Buy
2024 Q3	$360K	Sell
2024 Q2	$457K	Sell
2024 Q1	$485K	Sell
2023 Q4	$404K	Buy
2022 Q2	–	Sell
2022 Q1	$673K	Buy