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 |
|