WCG 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
$4.13M Sell
11,787
-4
-0% -$1.4K 0.27% 96
2025
Q1
$2.03M Sell
11,791
-146
-1% -$25.1K 0.15% 140
2024
Q4
$2.96M Sell
11,937
-1,529
-11% -$380K 0.2% 114
2024
Q3
$2.4M Buy
13,466
+2,547
+23% +$454K 0.16% 140
2024
Q2
$2.43M Sell
10,919
-280
-3% -$62.2K 0.18% 118
2024
Q1
$2.97M Buy
+11,199
New +$2.97M 0.25% 91