Waypoint Wealth Partners’s Greif Class B GEF.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,500
| Closed | -$524K | – | 70 |
|
|
2024
Q3 | $524K | Hold |
7,500
| – | – | 0.14% | 43 |
|
|
2024
Q2 | $469K | Hold |
7,500
| – | – | 0.14% | 42 |
|
|
2024
Q1 | $521K | Hold |
7,500
| – | – | 0.15% | 40 |
|
|
2023
Q4 | $495K | Sell |
7,500
-2,500
| -25% | -$165K | 0.15% | 38 |
|
|
2023
Q3 | $666K | Hold |
10,000
| – | – | 0.23% | 27 |
|
|
2023
Q2 | $773K | Hold |
10,000
| – | – | 0.26% | 25 |
|
|
2023
Q1 | $765K | Hold |
10,000
| – | – | 0.27% | 26 |
|
|
2022
Q4 | $782K | Buy |
+10,000
| New | +$782K | 0.31% | 25 |
|