Waldron Private Wealth’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
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|
2025
Q2 | $223K | Buy |
|
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|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $635K | Buy |
|
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|
2024
Q3 | $428K | Buy |
|
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|
2024
Q2 | $502K | Sell |
|
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|
2024
Q1 | $654K | Sell |
|
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|
2023
Q4 | $451K | Sell |
|
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|
2023
Q3 | $205K | Buy |
|
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|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $217K | Buy |
|
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|
2021
Q3 | – | Sell |
|
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|
2021
Q2 | $218K | Buy |
|