Number of Shares
70,800.00
Current Holdings Value*
$12.19 Mil
% of Portfolio
4.2%
Total Estimate Gain
$9.82 Mil
% of Total Estimate Gain
21.06%

Morling Financial Advisors, LLC's Coinbase Global Inc Holding Summary

As of 2025-03-31, Morling Financial Advisors, LLC held 70,800.00 shares of Coinbase Global Inc(COIN), totaling $12.19 Mil. This investment constitutes 4.2% of their stock portfolio, and Morling Financial Advisors, LLC now holds 0.03% of the outstanding Coinbase Global Inc(COIN) stock.

The initial trade took place in 2021Q4. And since then Morling Financial Advisors, LLC has made 2 purchases of COIN, at an average price of $206.23, for a total of 226,011.00 shares. In addition, there have been 11 sales at an average price of $182.09 for 155,211.00 shares. Based on historical transaction data and COIN's current price of $397.81, Morling Financial Advisors, LLC's estimated gain on his COIN holdings is $9.82 Mil, reflecting a 21.06% gain to date.

Morling Financial Advisors, LLC COIN ($397.81) Holding Chart

Morling Financial Advisors, LLC COIN ($397.81) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1