Vantage Financial Partners (Wisconsin)’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$584K Buy
1,666
+400
+32% +$140K 0.13% 104
2025
Q1
$218K Buy
+1,266
New +$218K 0.05% 173
2024
Q4
Sell
-1,666
Closed -$297K 187
2024
Q3
$297K Buy
+1,666
New +$297K 0.07% 140