Waypoint Wealth Partners’s Eventbrite EB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-35,415
| Closed | -$74.7K | – | 79 |
|
|
2025
Q1 | $74.7K | Hold |
35,415
| – | – | 0.02% | 69 |
|
|
2024
Q4 | $119K | Hold |
35,415
| – | – | 0.03% | 67 |
|
|
2024
Q3 | $96.7K | Hold |
35,415
| – | – | 0.03% | 66 |
|
|
2024
Q2 | $171K | Buy |
+35,415
| New | +$171K | 0.05% | 63 |
|
|
2024
Q1 | – | Sell |
-35,415
| Closed | -$296K | – | 74 |
|
|
2023
Q4 | $296K | Hold |
35,415
| – | – | 0.09% | 63 |
|
|
2023
Q3 | $349K | Hold |
35,415
| – | – | 0.12% | 55 |
|
|
2023
Q2 | $338K | Hold |
35,415
| – | – | 0.12% | 51 |
|
|
2023
Q1 | $304K | Hold |
35,415
| – | – | 0.11% | 51 |
|
|
2022
Q4 | $208K | Hold |
35,415
| – | – | 0.08% | 57 |
|
|
2022
Q3 | $215K | Hold |
35,415
| – | – | 0.09% | 54 |
|
|
2022
Q2 | $364K | Hold |
35,415
| – | – | 0.14% | 38 |
|
|
2022
Q1 | $523K | Hold |
35,415
| – | – | 0.19% | 30 |
|
|
2021
Q4 | $618K | Sell |
35,415
-585
| -2% | -$10.2K | 0.21% | 29 |
|
|
2021
Q3 | $681K | Hold |
36,000
| – | – | 0.25% | 22 |
|
|
2021
Q2 | $684K | Hold |
36,000
| – | – | 0.27% | 19 |
|
|
2021
Q1 | $798K | Hold |
36,000
| – | – | 0.58% | 18 |
|
|
2020
Q4 | $652K | Buy |
+36,000
| New | +$652K | 0.51% | 17 |
|