Waverton Investment Management’s Interactive Brokers IBKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$246M	Buy	4,441,243 +3,651,079	+462%	+$202M	3.39%	15
2025 Q1	$32.7M	Sell	790,164 -14,336	-2%	-$594K	0.51%	40
2024 Q4	$35.5M	Buy	804,500 +31,104	+4%	+$1.37M	0.57%	35
2024 Q3	$26.9M	Buy	+773,396	New	+$26.9M	0.44%	40