Waldron Private Wealth’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
+636
| New | +$223K | 0.01% | 282 |
|
|
2025
Q1 | – | Sell |
-2,557
| Closed | -$635K | – | 324 |
|
|
2024
Q4 | $635K | Buy |
2,557
+155
| +6% | +$38.5K | 0.03% | 222 |
|
|
2024
Q3 | $428K | Buy |
2,402
+143
| +6% | +$25.5K | 0.02% | 273 |
|
|
2024
Q2 | $502K | Sell |
2,259
-209
| -8% | -$46.4K | 0.02% | 234 |
|
|
2024
Q1 | $654K | Sell |
2,468
-127
| -5% | -$33.7K | 0.03% | 203 |
|
|
2023
Q4 | $451K | Sell |
2,595
-138
| -5% | -$24K | 0.02% | 245 |
|
|
2023
Q3 | $205K | Buy |
+2,733
| New | +$205K | 0.01% | 354 |
|
|
2022
Q1 | – | Sell |
-863
| Closed | -$217K | – | 404 |
|
|
2021
Q4 | $217K | Buy |
+863
| New | +$217K | 0.01% | 354 |
|
|
2021
Q3 | – | Sell |
-863
| Closed | -$218K | – | 360 |
|
|
2021
Q2 | $218K | Buy |
+863
| New | +$218K | 0.01% | 313 |
|