Waypoint Wealth Counsel’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
393
+2
| +0.5% | +$1.38K | 0.13% | 131 |
|
|
2025
Q1 | $221K | Buy |
391
+8
| +2% | +$4.53K | 0.14% | 102 |
|
|
2024
Q4 | $202K | Hold |
383
| – | – | 0.13% | 92 |
|
|
2024
Q3 | $211K | Buy |
+383
| New | +$211K | 0.14% | 94 |
|
|
2024
Q2 | – | Sell |
-445
| Closed | -$282K | – | 94 |
|
|
2024
Q1 | $282K | Buy |
445
+11
| +3% | +$6.98K | 0.22% | 77 |
|
|
2023
Q4 | $237K | Buy |
+434
| New | +$237K | 0.2% | 82 |
|