Waypoint Wealth Partners Inc. Last Quarter Change: USA Stocks, Reduced

Waypoint Wealth Partners Inc. quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, Waypoint Wealth Partners Inc. opened 6 positions, added to 8, reduced 8, sold out of 3 and left 14 unchanged. The largest increase in value was RBRK (+$11,639,802); the largest decrease was AMZN (-$1,044,511).

AMZN: Country of operation United States; Class COM; Shares 2025-03-31 10,514; Shares 2025-06-30 4,357.
JNJ: Country of operation United States; Class COM; Shares 2025-03-31 12,093; Shares 2025-06-30 9,913.
AAPL: Country of operation United States; Class COM; Shares 2025-03-31 13,817; Shares 2025-06-30 12,929.
BRKB: Country of operation —; Class CL B NEW; Shares 2025-03-31 884; Shares 2025-06-30 790.

Two Form 13F-HR filings compared (SEC CIK 1817306): 2025-03-31 (filed 2025-05-13) and 2025-06-30 (filed 2025-07-10). 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; share change is the position change.

Stock	Country of operation	Class	Shares 2025-03-31	Shares 2025-06-30	Share change	Value 2025-03-31	Value 2025-06-30	Value change
AMZN AMAZON COM INC	United States	COM	10,514	4,357	-6,157	$2,000,394	$955,883	-$1,044,511
JNJ JOHNSON & JOHNSON	United States	COM	12,093	9,913	-2,180	$2,005,469	$1,514,180	-$491,289
AAPL APPLE INC	United States	COM	13,817	12,929	-888	$3,069,171	$2,652,643	-$416,528
BRKB BERKSHIRE HATHAWAY INC DEL		CL B NEW	884	790	-94	$470,934	$383,880	-$87,054
NFLX NETFLIX INC	United States	COM	314	264	-50	$292,815	$353,531	+$60,716
GOOG ALPHABET INC	United States	CAP STK CL C	18,050	15,687	-2,363	$2,819,972	$2,782,747	-$37,225
CRM SALESFORCE INC	United States	COM	1,845	1,745	-100	$495,125	$475,845	-$19,280
V VISA INC	United States	COM CL A	1,142	1,113	-29	$400,226	$395,171	-$5,055

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