Back to AE Wealth Management LLC AE Wealth Management LLC

COINCOIN
21 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in COINBASE GLOBAL INC -CLASS A

AE Wealth Management LLC holds 12,547 shares of COIN (COINBASE GLOBAL INC -CLASS A), worth $1.8M as of 2026-Q2. The position was decreased (-8.1% shares). COIN represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$1.8M

Current Shares

12,547

Total Value Change

-$1.6M

Total Shares Change

-1,202

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
12,547
-8.1%
$1.8M0.0%$146.19
0
2026-Q1
Increased
13,655
+67.5%
$2.4M0.0%$182.36
38
2025-Q4
Increased
8,154
+245.9%
$1.8M0.0%$231.60
42
2025-Q3
Increased
2,357
+40.9%
$795,4810.0%$333.99
33
2025-Q2
Increased
1,673
+30.6%
$586,3410.0%$353.43
31
2025-Q1
Increased
1,281
+23.6%
$220,6660.0%$173.93
28
2024-Q4
New
1,036
-
$257,1330.0%$255.56
32
2024-Q3
Exited
0
-100.0%
$00.0%$191.23
0
2024-Q2
Increased
941
+17.9%
$209,1080.0%$222.23
27
2024-Q1
Decreased
798
-96.2%
$211,4540.0%$265.12
0
2023-Q4
Increased
20,793
+3.2%
$2.6M0.0%$173.92
27
2023-Q3
Decreased
20,141
-19.8%
$1.5M0.0%$75.08
0
2023-Q2
Decreased
25,097
-14.1%
$1.8M0.0%$72.43
0
2023-Q1
Increased
29,226
+6.9%
$2M0.0%$64.16
28
2022-Q4
Increased
27,335
+11.2%
$967,3820.0%$35.39
28
2022-Q3
Increased
24,575
+39.5%
$1.6M0.0%$61.94
34
2022-Q2
New
17,623
-
$829,0000.0%$49.75
34
2022-Q1
Exited
0
-100.0%
$00.0%$196.70
0
2021-Q4
Increased
12,049
+9.1%
$3M0.0%$256.79
29
2021-Q3
Decreased
11,044
-19.7%
$2.5M0.0%$225.28
0
2021-Q2
New
13,749
-
$3.5M0.0%$254.90
37

Other major holders of COIN: VANGUARD GROUP INC, BlackRock, Inc.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used