Waypoint Wealth Partners Inc. Purchases and Sells in Q4 2024

Waypoint Wealth Partners Inc.

$354 Million
Q4 2024

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUS	17.2K + 1.62%	$94.36 - $102.06 $1.63M - $1.76M	1.08M $105M
AMZN	3.08K + 30.07%	$180.88 - $232.93 $557K - $717K	13.3K $2.92M
GOOG	658 + 4.09%	$163.08 - $198.16 $107K - $130K	16.8K $3.19M
JNJ	3.27K + 43.25%	$143.34 - $165.86 $468K - $542K	10.8K $1.56M
ABNB	1.07K + 3.12%	$125.36 - $147.37 $135K - $158K	35.5K $4.66M
GOOGL	160 + 2.91%	$161.86 - $196.66 $25.9K - $31.5K	5.66K $1.07M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NFLX	321 New	$687.65 - $936.56 $221K - $301K	321 $286K
HON	963 New	$202.84 - $236.0 $195K - $227K	963 $217K
BSV	2.59K New	$77.02 - $78.58 $200K - $204K	2.59K $200K
SCHW	2.71K New	$63.31 - $82.85 $171K - $224K	2.71K $200K

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVDE	-1.16K - 0.13%	$60.9 - $66.69 $70.8K - $77.5K	918K $56.4M
AVEM	-7.48K - 1.67%	$58.59 - $66.14 $438K - $495K	440K $25.9M
DFAC	-104K - 4.3%	$33.92 - $36.6 $3.52M - $3.79M	2.31M $79.8M
DFAE	-7.39K - 8.41%	$25.36 - $28.15 $187K - $208K	80.5K $2.04M
META	-420 - 45.6%	$554.08 - $632.68 $233K - $266K	501 $295K
VEA	-50 - 0.13%	$47.57 - $52.44 $2.38K - $2.62K	38.4K $1.83M

Activity Summary All Purchases 26 New Holdings 4 Increased Positions 22 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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