Waverton Investment Management’s Coinbase COIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,659	Closed	-$369K	–	100
2024 Q2	$369K	Hold	1,659	–	–	0.01%	87
2024 Q1	$440K	Hold	1,659	–	–	0.01%	83
2023 Q4	$289K	Buy	+1,659	New	+$289K	0.01%	90