Westshore Wealth’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Hold |
1,704
| – | – | 0.23% | 37 |
|
|
2025
Q1 | $293K | Hold |
1,704
| – | – | 0.12% | 71 |
|
|
2024
Q4 | $423K | Sell |
1,704
-1,682
| -50% | -$418K | 0.17% | 47 |
|
|
2024
Q3 | $603K | Sell |
3,386
-120
| -3% | -$21.4K | 0.25% | 32 |
|
|
2024
Q2 | $779K | Hold |
3,506
| – | – | 0.32% | 25 |
|
|
2024
Q1 | $930K | Hold |
3,506
| – | – | 0.39% | 24 |
|
|
2023
Q4 | $610K | Hold |
3,506
| – | – | 0.28% | 28 |
|
|
2023
Q3 | $263K | Hold |
3,506
| – | – | 0.15% | 62 |
|
|
2023
Q2 | $251K | Sell |
3,506
-1
| -0% | -$72 | 0.13% | 88 |
|
|
2023
Q1 | $237K | Buy |
+3,507
| New | +$237K | 0.12% | 91 |
|
|
2022
Q4 | – | Sell |
-3,501
| Closed | -$226K | – | 105 |
|
|
2022
Q3 | $226K | Buy |
+3,501
| New | +$226K | 0.16% | 75 |
|
|
2022
Q2 | – | Sell |
-3,560
| Closed | -$676K | – | 99 |
|
|
2022
Q1 | $676K | Buy |
3,560
+70
| +2% | +$13.3K | 0.45% | 28 |
|
|
2021
Q4 | $881K | Sell |
3,490
-110
| -3% | -$27.8K | 0.6% | 22 |
|
|
2021
Q3 | $819K | Sell |
3,600
-46
| -1% | -$10.5K | 0.66% | 22 |
|
|
2021
Q2 | $924K | Buy |
+3,646
| New | +$924K | 0.48% | 37 |
|