Western 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 | $585K | Buy |
1,669
+95
| +6% | +$33.3K | 0.03% | 379 |
|
|
2025
Q1 | $271K | Buy |
1,574
+184
| +13% | +$31.7K | 0.02% | 556 |
|
|
2024
Q4 | $345K | Buy |
+1,390
| New | +$345K | 0.02% | 478 |
|
|
2024
Q3 | – | Sell |
-1,090
| Closed | -$242K | – | 749 |
|
|
2024
Q2 | $242K | Sell |
1,090
-5
| -0.5% | -$1.11K | 0.02% | 561 |
|
|
2024
Q1 | $290K | Buy |
+1,095
| New | +$290K | 0.02% | 518 |
|
|
2022
Q1 | – | Sell |
-2,362
| Closed | -$603K | – | 826 |
|
|
2021
Q4 | $603K | Buy |
+2,362
| New | +$603K | 0.06% | 291 |
|
|
2021
Q2 | $529K | Buy |
+2,067
| New | +$529K | 0.05% | 344 |
|