Waypoint Wealth Partners Inc. MANAGER DIRECTED PORTFOLIOS Transaction History

Waypoint Wealth Partners Inc.

76,557

Previous 71,870 6.52%

Previous $0 NaN%

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	N/A	4,687 Added 6.52%	76,557 $0
Q1 2025 May 13, 2025	BUY	N/A	982 Added 1.39%	71,870 $0
Q4 2024 Jan 30, 2025	BUY	N/A	4,651 Added 7.02%	70,888 $0
Q3 2024 Nov 08, 2024	SELL	N/A	-3,671 Reduced 5.25%	66,237 $0
Q2 2024 Jul 24, 2024	SELL	N/A	-3,408 Reduced 4.65%	69,908 $0
Q1 2024 Apr 24, 2024	BUY	N/A	6,382 Added 9.53%	73,316 $0
Q4 2023 Feb 09, 2024	BUY	N/A	66,934 New	66,934 $0

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