Waypoint Wealth Partners Inc. Purchases and Sells in Q2 2025

Waypoint Wealth Partners Inc.

$382 Million
Q2 2025

Top Buys

Incresed Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	106K + 4.55%	$29.12 - $35.84 $3.1M - $3.82M	2.44M $87.6M
COST	752 + 52.01%	$908.13 - $1056.85 $683K - $795K	2.2K $2.18M
DFEM	9.32K + 6.57%	$23.4 - $29.68 $218K - $277K	151K $4.49M
MSFT	908 + 170.36%	$354.56 - $497.45 $322K - $452K	1.44K $716K
ORCL	664 + 17.59%	$122.82 - $218.63 $81.6K - $145K	4.44K $970K
LYFT	20.2K + 88.96%	$9.97 - $17.21 $202K - $348K	43K $677K

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	3.6K New	$498.8 - $620.9 $1.8M - $2.24M	3.6K $2.24M
DFAU	16.2K New	$34.04 - $42.36 $550K - $684K	16.2K $684K
JPM	2.02K New	$210.28 - $289.91 $425K - $586K	2.02K $585K
SHV	4.49K New	$110.06 - $110.46 $494K - $495K	4.49K $495K
LHX	1.2K New	$200.21 - $256.99 $240K - $309K	1.2K $301K
CAT	750 New	$273.94 - $388.21 $205K - $291K	750 $291K

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	-6.16K - 58.56%	$167.32 - $223.3 $1.03M - $1.37M	4.36K $955K
ESGU	-12.4K - 21.18%	$108.06 - $135.3 $1.34M - $1.68M	46.2K $6.25M
JNJ	-2.18K - 18.03%	$146.36 - $159.82 $319K - $348K	9.91K $1.51M
AAPL	-888 - 6.43%	$172.42 - $223.89 $153K - $199K	12.9K $2.65M
BRK-B	-94 - 10.63%	$483.48 - $539.8 $45.4K - $50.7K	790 $383K
GOOG	-2.36K - 13.09%	$146.58 - $180.01 $346K - $425K	15.7K $2.78M

Activity Summary All Purchases 27 New Holdings 11 Increased Positions 16 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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