WWC
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Waypoint Wealth Counsel’s Visa V Stock Holding History

Waypoint Wealth Counsel’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$517K Buy
1,455
+309
+27% +$110K 0.26% 60
2025
Q1 		$402K Buy
1,146
+269
+31% +$94.3K 0.25% 62
2024
Q4 		$277K Buy
877
+95
+12% +$30K 0.18% 79
2024
Q3 		$215K Buy
+782
New +$215K 0.14% 92