WFA of San Diego’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8K | Buy |
+8
| New | +$2.8K | ﹤0.01% | 382 |
|
|
2024
Q3 | $1.43K | Hold |
8
| – | – | ﹤0.01% | 376 |
|
|
2024
Q2 | $1.78K | Buy |
+8
| New | +$1.78K | ﹤0.01% | 366 |
|
|
2023
Q3 | $601 | Hold |
8
| – | – | ﹤0.01% | 376 |
|
|
2023
Q2 | $573 | Buy |
+8
| New | +$573 | ﹤0.01% | 368 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$283 | – | 123 |
|
|
2022
Q4 | $283 | Buy |
+8
| New | +$283 | ﹤0.01% | 464 |
|
|
2022
Q3 | – | Sell |
-6
| Closed | – | – | 137 |
|
|
2022
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 411 |
|