Visionary Wealth 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
$449K Sell
1,282
-42
-3% -$14.7K 0.02% 379
2025
Q1
$228K Sell
1,324
-79
-6% -$13.6K 0.01% 498
2024
Q4
$348K Buy
1,403
+67
+5% +$16.6K 0.02% 412
2024
Q3
$238K Sell
1,336
-55
-4% -$9.8K 0.01% 486
2024
Q2
$309K Buy
1,391
+13
+0.9% +$2.89K 0.02% 406
2024
Q1
$365K Buy
+1,378
New +$365K 0.02% 380
2022
Q2
Sell
-1,193
Closed -$227K 442
2022
Q1
$227K Sell
1,193
-30
-2% -$5.71K 0.02% 381
2021
Q4
$309K Buy
+1,223
New +$309K 0.03% 290