Waypoint Wealth Counsel SPY Holdings History
waypoint wealth counsel's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, waypoint wealth counsel held 15,432.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $8.63 Mil. This investment constitutes 5.42% of their stock portfolio, and waypoint wealth counsel now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q4. And since then waypoint wealth counsel has made 7 purchases of SPY, at an average price of $423.85, for a total of 15,780.00 shares. In addition, there have been 2 sales at an average price of $533.38 for 348.00 shares. Based on historical transaction data and SPY's current price of $606.52, waypoint wealth counsel's estimated gain on his SPY holdings is $2.86 Mil, reflecting a 42.72% gain to date.
waypoint wealth counsel SPY ($606.52) Holding Chart
waypoint wealth counsel SPY ($606.52) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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