Vishria Bird Financial Group’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Hold
2,882
0.34% 34
2025
Q1
$496K Hold
2,882
0.17% 54
2024
Q4
$716K Hold
2,882
0.25% 43
2024
Q3
$513K Buy
2,882
+1,032
+56% +$184K 0.19% 54
2024
Q2
$411K Hold
1,850
0.17% 48
2024
Q1
$490K Buy
+1,850
New +$490K 0.21% 44
2022
Q1
Sell
-1,913
Closed -$483K 63
2021
Q4
$483K Buy
1,913
+20
+1% +$5.05K 0.22% 42
2021
Q3
$431K Buy
+1,893
New +$431K 0.23% 42