Venturi 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
Q1 | – | Sell |
-238
| Closed | -$59.1K | – | 821 |
|
|
2024
Q4 | $59.1K | Buy |
238
+13
| +6% | +$3.23K | ﹤0.01% | 968 |
|
|
2024
Q3 | $40.1K | Buy |
225
+8
| +4% | +$1.43K | ﹤0.01% | 831 |
|
|
2024
Q2 | $48.2K | Buy |
217
+22
| +11% | +$4.89K | ﹤0.01% | 675 |
|
|
2024
Q1 | $51.7K | Sell |
195
-11
| -5% | -$2.92K | ﹤0.01% | 498 |
|
|
2023
Q4 | $35.8K | Buy |
206
+8
| +4% | +$1.39K | ﹤0.01% | 556 |
|
|
2023
Q3 | $14.9K | Sell |
198
-5
| -2% | -$375 | ﹤0.01% | 710 |
|
|
2023
Q2 | $14.5K | Buy |
203
+7
| +4% | +$501 | ﹤0.01% | 604 |
|
|
2023
Q1 | $13.2K | Buy |
+196
| New | +$13.2K | ﹤0.01% | 674 |
|