Waypoint Wealth Partners Inc. historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 6 quarters from 2023-12-31 to 2025-06-30, Waypoint Wealth Partners Inc. opened 24 positions, added to 51, reduced 64 and sold out of 24.
- Q2 2025: Stock COST; Country of operation United States; Class COM; Shares before 1,446.
- Q2 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 533.
- Q2 2025: Stock ORCL; Country of operation United States; Class COM; Shares before 3,774.
- Q2 2025: Stock LYFT; Country of operation United States; Class CL A COM; Shares before 22,736.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1817306), 6 quarters: Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-10); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-30); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2025 | COST
COSTCO WHSL CORP NEW | United States | COM | 1,446 | 2,198 | +752 | $1,367,287 | $2,176,103 | +$808,816 | 2025-07-10 |
|---|
| Q2 2025 | MSFT
MICROSOFT CORP | United States | COM | 533 | 1,441 | +908 | $200,083 | $716,768 | +$516,685 | 2025-07-10 |
|---|
| Q2 2025 | ORCL
ORACLE CORP | United States | COM | 3,774 | 4,438 | +664 | $527,643 | $970,280 | +$442,637 | 2025-07-10 |
|---|
| Q2 2025 | LYFT
LYFT INC | United States | CL A COM | 22,736 | 42,962 | +20,226 | $269,877 | $677,082 | +$407,205 | 2025-07-10 |
|---|
| Q2 2025 | ABBV
ABBVIE INC | United States | COM | 1,396 | 2,388 | +992 | $292,490 | $443,261 | +$150,771 | 2025-07-10 |
|---|
| Q2 2025 | HD
HOME DEPOT INC | United States | COM | 731 | 975 | +244 | $267,729 | $357,474 | +$89,745 | 2025-07-10 |
|---|
| Q2 2025 | CVX
CHEVRON CORP NEW | United States | COM | 1,635 | 2,411 | +776 | $273,520 | $345,232 | +$71,712 | 2025-07-10 |
|---|
| Q2 2025 | XOMXXXX
EXXON MOBIL CORP | | COM | 4,672 | 5,298 | +626 | $555,685 | $571,164 | +$15,479 | 2025-07-10 |
|---|
| Q1 2025 | JNJ
JOHNSON & JOHNSON | United States | COM | 10,820 | 12,093 | +1,273 | $1,564,744 | $2,005,469 | +$440,725 | 2025-05-13 |
|---|
| Q1 2025 | GOOG
ALPHABET INC | United States | CAP STK CL C | 16,758 | 18,050 | +1,292 | $3,191,416 | $2,819,972 | -$371,444 | 2025-05-13 |
|---|
| Q1 2025 | COST
COSTCO WHSL CORP NEW | United States | COM | 1,348 | 1,446 | +98 | $1,234,831 | $1,367,287 | +$132,456 | 2025-05-13 |
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| Q1 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 3,665 | 3,741 | +76 | $492,173 | $405,450 | -$86,723 | 2025-05-13 |
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| Q1 2025 | XOMXXXX
EXXON MOBIL CORP | | COM | 4,576 | 4,672 | +96 | $492,280 | $555,685 | +$63,405 | 2025-05-13 |
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| Q1 2025 | CVX
CHEVRON CORP NEW | United States | COM | 1,451 | 1,635 | +184 | $210,163 | $273,520 | +$63,357 | 2025-05-13 |
|---|
| Q4 2024 | AMZN
AMAZON COM INC | United States | COM | 10,244 | 13,324 | +3,080 | $1,908,765 | $2,923,153 | +$1,014,388 | 2025-01-30 |
|---|
| Q4 2024 | GOOG
ALPHABET INC | United States | CAP STK CL C | 16,100 | 16,758 | +658 | $2,691,725 | $3,191,416 | +$499,691 | 2025-01-30 |
|---|
| Q4 2024 | JNJ
JOHNSON & JOHNSON | United States | COM | 7,553 | 10,820 | +3,267 | $1,223,990 | $1,564,744 | +$340,754 | 2025-01-30 |
|---|
| Q4 2024 | ABNB
AIRBNB INC | United States | COM CL A | 34,401 | 35,475 | +1,074 | $4,362,391 | $4,661,770 | +$299,379 | 2025-01-30 |
|---|
| Q4 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 5,498 | 5,658 | +160 | $911,844 | $1,071,060 | +$159,216 | 2025-01-30 |
|---|
| Q4 2024 | CRM
SALESFORCE INC | United States | COM | 1,870 | 1,970 | +100 | $511,838 | $658,631 | +$146,793 | 2025-01-30 |
|---|
| Q3 2024 | AMZN
AMAZON COM INC | United States | COM | 2,161 | 10,244 | +8,083 | $417,614 | $1,908,765 | +$1,491,151 | 2024-11-08 |
|---|
| Q3 2024 | ABNB
AIRBNB INC | United States | COM CL A | 34,299 | 34,401 | +102 | $5,200,758 | $4,362,391 | -$838,367 | 2024-11-08 |
|---|
| Q3 2024 | JNJ
JOHNSON & JOHNSON | United States | COM | 2,803 | 7,553 | +4,750 | $409,642 | $1,223,990 | +$814,348 | 2024-11-08 |
|---|
| Q3 2024 | GOOG
ALPHABET INC | United States | CAP STK CL C | 11,619 | 16,100 | +4,481 | $2,131,095 | $2,691,725 | +$560,630 | 2024-11-08 |
|---|
| Q3 2024 | AAPL
APPLE INC | United States | COM | 18,064 | 18,149 | +85 | $3,804,640 | $4,228,717 | +$424,077 | 2024-11-08 |
|---|
| Q3 2024 | TSLA
TESLA INC | United States | COM | 1,628 | 2,778 | +1,150 | $322,149 | $726,809 | +$404,660 | 2024-11-08 |
|---|
| Q3 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 2,840 | 5,498 | +2,658 | $517,306 | $911,844 | +$394,538 | 2024-11-08 |
|---|
| Q3 2024 | META
META PLATFORMS INC | United States | CL A | 583 | 921 | +338 | $293,961 | $527,218 | +$233,257 | 2024-11-08 |
|---|
| Q3 2024 | V
VISA INC | United States | COM CL A | 801 | 1,513 | +712 | $210,239 | $416,000 | +$205,761 | 2024-11-08 |
|---|
| Q3 2024 | ABBV
ABBVIE INC | United States | COM | 1,320 | 2,167 | +847 | $226,407 | $427,940 | +$201,533 | 2024-11-08 |
|---|
| Q3 2024 | ORCL
ORACLE CORP | United States | COM | 3,774 | 3,973 | +199 | $532,889 | $677,000 | +$144,111 | 2024-11-08 |
|---|
| Q3 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 3,060 | 4,063 | +1,003 | $378,033 | $493,411 | +$115,378 | 2024-11-08 |
|---|
| Q3 2024 | CRM
SALESFORCE INC | United States | COM | 1,545 | 1,870 | +325 | $397,220 | $511,838 | +$114,618 | 2024-11-08 |
|---|
| Q3 2024 | HD
HOME DEPOT INC | United States | COM | 731 | 816 | +85 | $251,475 | $330,449 | +$78,974 | 2024-11-08 |
|---|
| Q3 2024 | COST
COSTCO WHSL CORP NEW | United States | COM | 1,421 | 1,430 | +9 | $1,207,836 | $1,267,724 | +$59,888 | 2024-11-08 |
|---|
| Q2 2024 | AAPL
APPLE INC | United States | COM | 17,112 | 18,064 | +952 | $2,934,366 | $3,804,640 | +$870,274 | 2024-07-24 |
|---|
| Q2 2024 | NXDR
NEXTDOOR HOLDINGS INC | United States | COM CL A | 604,229 | 681,670 | +77,441 | $1,359,516 | $1,895,043 | +$535,527 | 2024-07-24 |
|---|
| Q2 2024 | XOMXXXX
EXXON MOBIL CORP | | COM | 4,355 | 7,795 | +3,440 | $506,268 | $897,403 | +$391,135 | 2024-07-24 |
|---|
| Q2 2024 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 867 | 1,238 | +371 | $364,591 | $503,619 | +$139,028 | 2024-07-24 |
|---|
| Q2 2024 | MSFT
MICROSOFT CORP | United States | COM | 2,251 | 2,421 | +170 | $947,041 | $1,082,066 | +$135,025 | 2024-07-24 |
|---|
| Q2 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 306 | 3,060 | +2,754 | $276,490 | $378,033 | +$101,543 | 2024-07-24 |
|---|
| Q2 2024 | TSLA
TESLA INC | United States | COM | 1,558 | 1,628 | +70 | $273,881 | $322,149 | +$48,268 | 2024-07-24 |
|---|
| Q2 2024 | META
META PLATFORMS INC | United States | CL A | 575 | 583 | +8 | $279,209 | $293,961 | +$14,752 | 2024-07-24 |
|---|
| Q2 2024 | V
VISA INC | United States | COM CL A | 789 | 801 | +12 | $220,195 | $210,239 | -$9,956 | 2024-07-24 |
|---|
| Q1 2024 | AAPL
APPLE INC | United States | COM | 10,090 | 17,112 | +7,022 | $1,942,628 | $2,934,366 | +$991,738 | 2024-04-24 |
|---|
| Q1 2024 | AMZN
AMAZON COM INC | United States | COM | 3,370 | 7,681 | +4,311 | $512,038 | $1,385,499 | +$873,461 | 2024-04-24 |
|---|
| Q1 2024 | COST
COSTCO WHSL CORP NEW | United States | COM | 842 | 1,479 | +637 | $555,788 | $1,083,560 | +$527,772 | 2024-04-24 |
|---|
| Q1 2024 | JNJ
JOHNSON & JOHNSON | United States | COM | 3,130 | 5,892 | +2,762 | $490,548 | $932,007 | +$441,459 | 2024-04-24 |
|---|
| Q1 2024 | GOOG
ALPHABET INC | United States | CAP STK CL C | 11,584 | 13,163 | +1,579 | $1,632,469 | $2,004,231 | +$371,762 | 2024-04-24 |
|---|
| Q1 2024 | UBER
UBER TECHNOLOGIES INC | United States | COM | 11,050 | 11,135 | +85 | $680,349 | $857,284 | +$176,935 | 2024-04-24 |
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| Q1 2024 | CRM
SALESFORCE INC | United States | COM | 1,871 | 1,941 | +70 | $492,335 | $584,591 | +$92,256 | 2024-04-24 |
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