Whittier Trust’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6M | Sell |
58,881
-2,949
| -5% | -$1.03M | 0.25% | 80 |
|
|
2025
Q1 | $10.6M | Sell |
61,830
-12,678
| -17% | -$2.18M | 0.15% | 127 |
|
|
2024
Q4 | $18.5M | Sell |
74,508
-5,000
| -6% | -$1.24M | 0.24% | 82 |
|
|
2024
Q3 | $14.2M | Sell |
79,508
-625
| -0.8% | -$111K | 0.19% | 104 |
|
|
2024
Q2 | $17.8M | Sell |
80,133
-789
| -1% | -$175K | 0.25% | 78 |
|
|
2024
Q1 | $21.5M | Sell |
80,922
-55,562
| -41% | -$14.7M | 0.31% | 74 |
|
|
2023
Q4 | $23.7M | Buy |
136,484
+39,513
| +41% | +$6.87M | 0.38% | 65 |
|
|
2023
Q3 | $7.28M | Buy |
96,971
+8,570
| +10% | +$643K | 0.13% | 153 |
|
|
2023
Q2 | $6.32M | Hold |
88,401
| – | – | 0.11% | 163 |
|
|
2023
Q1 | $5.97M | Sell |
88,401
-54,500
| -38% | -$3.68M | 0.11% | 174 |
|
|
2022
Q4 | $5.06M | Sell |
142,901
-100
| -0.1% | -$3.54K | 0.1% | 183 |
|
|
2022
Q3 | $9.22M | Buy |
143,001
+23
| +0% | +$1.48K | 0.19% | 121 |
|
|
2022
Q2 | $6.72M | Sell |
142,978
-20,320
| -12% | -$955K | 0.14% | 149 |
|
|
2022
Q1 | $31M | Sell |
163,298
-7,565
| -4% | -$1.44M | 0.52% | 46 |
|
|
2021
Q4 | $43.1M | Buy |
170,863
+40,352
| +31% | +$10.2M | 0.7% | 32 |
|
|
2021
Q3 | $29.7M | Sell |
130,511
-500
| -0.4% | -$114K | 0.54% | 45 |
|
|
2021
Q2 | $33.2M | Buy |
+131,011
| New | +$33.2M | 0.59% | 38 |
|