A detailed history of Ep Wealth Advisors, LLC transactions in Coinbase Global, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,537 shares of COIN stock, worth $720,508. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,537
Previous 4,588 44.7%
Holding current value
$720,508
Previous $790,000 12.53%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

SELL
$151.47 - $375.07 $310,664 - $769,268
-2,051 Reduced 44.7%
2,537 $889,000
Q1 2025

May 15, 2025

BUY
$172.23 - $301.3 $11,022 - $19,283
64 Added 1.41%
4,588 $790,000
Q4 2024

Feb 13, 2025

SELL
$163.17 - $343.62 $158,111 - $332,967
-969 Reduced 17.64%
4,524 $1.12 Million
Q3 2024

Nov 14, 2024

BUY
$147.09 - $265.15 $147 - $265
1 Added 0.02%
5,493 $978,000
Q2 2024

Aug 19, 2024

BUY
$199.17 - $263.01 $1.09 Million - $1.44 Million
5,492 New
5,492 $1.22 Million
Q4 2021

Feb 17, 2022

SELL
$229.31 - $357.39 $264,165 - $411,713
-1,152 Closed
0 $0
Q3 2021

Nov 23, 2021

SELL
$220.61 - $280.47 $676,169 - $859,640
-3,065 Reduced 72.68%
1,152 $262,000
Q3 2021

Nov 16, 2021

BUY
$220.61 - $280.47 $746,764 - $949,390
3,385 Added 406.85%
4,217 $262,000
Q2 2021

Aug 24, 2021

BUY
$220.66 - $342.0 $183,589 - $284,544
832 New
832 $211,000

Others Institutions Holding COIN

About Coinbase Global, Inc.


  • Ticker COIN
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 141,790,000
  • Market Cap $40.3B
  • Description
  • Coinbase Global, Inc. provides financial infrastructure and technology for the cryptoeconomy in the United States and internationally. The company offers the primary financial account in the cryptoeconomy for retailers; a marketplace with a pool of liquidity for transacting in crypto assets for institutions; and technology and services that enab...
More about COIN
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