Waverly 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 | $285K | Buy |
+814
| New | +$285K | ﹤0.01% | 988 |
|
|
2024
Q3 | – | Sell |
-1,050
| Closed | -$233K | – | 811 |
|
|
2024
Q2 | $233K | Buy |
1,050
+59
| +6% | +$13.1K | ﹤0.01% | 726 |
|
|
2024
Q1 | $263K | Buy |
+991
| New | +$263K | 0.01% | 602 |
|
|
2022
Q2 | – | Sell |
-1,230
| Closed | -$234K | – | 212 |
|
|
2022
Q1 | $234K | Buy |
1,230
+1
| +0.1% | +$190 | 0.02% | 179 |
|
|
2021
Q4 | $239K | Buy |
1,229
+100
| +9% | +$19.4K | 0.02% | 183 |
|
|
2021
Q3 | $380K | Buy |
+1,129
| New | +$380K | 0.03% | 148 |
|