Verdence Capital 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 | $3.38M | Sell |
9,647
-78
| -0.8% | -$27.3K | 0.23% | 104 |
|
2025
Q1 | $1.67M | Buy |
9,725
+1,981
| +26% | +$341K | 0.13% | 175 |
|
2024
Q4 | $1.92M | Buy |
7,744
+604
| +8% | +$150K | 0.15% | 162 |
|
2024
Q3 | $1.27M | Buy |
7,140
+518
| +8% | +$92.3K | 0.1% | 226 |
|
2024
Q2 | $1.47M | Buy |
6,622
+590
| +10% | +$131K | 0.13% | 192 |
|
2024
Q1 | $1.6M | Sell |
6,032
-5
| -0.1% | -$1.33K | 0.15% | 173 |
|
2023
Q4 | $1.05M | Buy |
6,037
+1,513
| +33% | +$263K | 0.1% | 215 |
|
2023
Q3 | $340K | Buy |
4,524
+1,517
| +50% | +$114K | 0.04% | 401 |
|
2023
Q2 | $215K | Buy |
+3,007
| New | +$215K | 0.03% | 502 |
|
2022
Q2 | – | Sell |
-1,183
| Closed | -$225K | – | 513 |
|
2022
Q1 | $225K | Buy |
+1,183
| New | +$225K | 0.03% | 476 |
|
2021
Q3 | – | Sell |
-827
| Closed | -$209K | – | 496 |
|
2021
Q2 | $209K | Buy |
+827
| New | +$209K | 0.03% | 452 |
|