WWP
SOR

Waypoint Wealth Partners’s Source Capital SOR Stock Holding History

Waypoint Wealth Partners’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$310K Hold
7,154
– – 0.08% 67
2025
Q1 		$297K Hold
7,154
– – 0.08% 52
2024
Q4 		$311K Hold
7,154
– – 0.08% 56
2024
Q3 		$319K Buy
+7,154
New +$319K 0.08% 57