Wealthspire Advisors (New York)’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
+1,057
| New | +$370K | ﹤0.01% | 611 |
|
|
2025
Q1 | – | Sell |
-1,129
| Closed | -$280K | – | 799 |
|
|
2024
Q4 | $280K | Sell |
1,129
-170
| -13% | -$42.2K | ﹤0.01% | 658 |
|
|
2024
Q3 | $231K | Buy |
1,299
+232
| +22% | +$41.3K | ﹤0.01% | 679 |
|
|
2024
Q2 | $237K | Sell |
1,067
-5,193
| -83% | -$1.15M | ﹤0.01% | 586 |
|
|
2024
Q1 | $1.66M | Sell |
6,260
-146
| -2% | -$38.7K | 0.02% | 233 |
|
|
2023
Q4 | $1.11M | Sell |
6,406
-249
| -4% | -$43.3K | 0.02% | 293 |
|
|
2023
Q3 | $500K | Sell |
6,655
-350
| -5% | -$26.3K | 0.01% | 392 |
|
|
2023
Q2 | $501K | Buy |
+7,005
| New | +$501K | 0.01% | 366 |
|
|
2022
Q1 | – | Sell |
-5,888
| Closed | -$1.49M | – | 458 |
|
|
2021
Q4 | $1.49M | Buy |
+5,888
| New | +$1.49M | 0.03% | 176 |
|