Walter & Keenan Wealth Management’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Sell |
12,695
-13
| -0.1% | -$4.56K | 1.29% | 23 |
|
|
2025
Q1 | $2.19M | Buy |
12,708
+26
| +0.2% | +$4.48K | 0.66% | 44 |
|
|
2024
Q4 | $3.15M | Sell |
12,682
-1,393
| -10% | -$346K | 0.95% | 28 |
|
|
2024
Q3 | $2.51M | Buy |
14,075
+1
| +0% | +$178 | 0.76% | 41 |
|
|
2024
Q2 | $3.13M | Hold |
14,074
| – | – | 1% | 28 |
|
|
2024
Q1 | $3.73M | Sell |
14,074
-2,052
| -13% | -$544K | 1.22% | 24 |
|
|
2023
Q4 | $2.8M | Buy |
16,126
+235
| +1% | +$40.9K | 1% | 31 |
|
|
2023
Q3 | $1.19M | Buy |
15,891
+1,043
| +7% | +$78.3K | 0.47% | 57 |
|
|
2023
Q2 | $1.06M | Hold |
14,848
| – | – | 0.39% | 68 |
|
|
2023
Q1 | $1M | Buy |
14,848
+34
| +0.2% | +$2.3K | 0.38% | 71 |
|
|
2022
Q4 | $524K | Sell |
14,814
-31
| -0.2% | -$1.1K | 0.21% | 91 |
|
|
2022
Q3 | $957K | Sell |
14,845
-201
| -1% | -$13K | 0.41% | 66 |
|
|
2022
Q2 | $707K | Sell |
15,046
-55
| -0.4% | -$2.58K | 0.28% | 75 |
|
|
2022
Q1 | $2.87M | Hold |
15,101
| – | – | 0.97% | 33 |
|
|
2021
Q4 | $3.81M | Buy |
+15,101
| New | +$3.81M | 1.24% | 26 |
|