Waypoint Wealth Partners Inc. MANAGER DIRECTED PORTFOLIOS Transaction History

Waypoint Wealth Partners Inc.

  • $349 Million
  • Q1 2025
Number of Shares
71,870
Previous 70,888 1.39%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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