Waypoint Wealth Partners Inc. Purchases and Sells in Q1 2025

Waypoint Wealth Partners Inc.

$349 Million
Q1 2025

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVDE	24.3K + 2.64%	$60.63 - $68.55 $1.47M - $1.66M	943K $62.5M
AVEM	14.2K + 3.22%	$57.11 - $62.4 $811K - $886K	454K $27.3M
ESGU	12.3K + 26.47%	$120.24 - $134.3 $1.48M - $1.65M	58.6K $7.15M
JNJ	1.27K + 11.77%	$142.06 - $167.7 $181K - $213K	12.1K $2.01M
COST	98 + 7.27%	$890.62 - $1076.86 $87.3K - $106K	1.45K $1.37M
DFEM	2.88K + 2.07%	$25.35 - $27.46 $72.9K - $79K	142K $3.75M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	4.51K New	$104.71 - $107.69 $472K - $485K	4.51K $475K
AMGN	875 New	$258.59 - $327.36 $226K - $286K	875 $272K
LYFT	22.7K New	$11.27 - $15.12 $256K - $344K	22.7K $269K
IBM	1.05K New	$217.4 - $264.74 $228K - $278K	1.05K $261K
MPC	1.43K New	$134.72 - $159.03 $192K - $227K	1.43K $207K
SOURCE CAPITAL	7.15K New	N/A	7.15K $0

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-4.07K - 22.77%	$209.68 - $247.1 $854K - $1.01M	13.8K $3.07M
QUAL	-5.34K - 43.62%	$168.16 - $186.21 $898K - $995K	6.91K $1.18M
AMZN	-2.81K - 21.09%	$190.26 - $242.06 $535K - $680K	10.5K $2M
TSLA	-1.4K - 53.51%	$222.15 - $428.22 $311K - $600K	1.22K $315K
ABNB	-1.02K - 2.87%	$119.38 - $161.42 $121K - $164K	34.5K $4.12M
MSFT	-1.13K - 67.89%	$375.39 - $447.2 $423K - $504K	533 $200K

Activity Summary All Purchases 25 New Holdings 6 Increased Positions 19 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

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