CPWM
Cypress Point Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
7,432
+139
| +2% | +$28.5K | 0.37% | 35 |
|
|
2025
Q1 | $1.62M | Sell |
7,293
-40
| -0.5% | -$8.89K | 0.51% | 31 |
|
|
2024
Q4 | $1.84M | Sell |
7,333
-3,084
| -30% | -$772K | 0.57% | 30 |
|
|
2024
Q3 | $2.43M | Buy |
10,417
+126
| +1% | +$29.4K | 0.95% | 26 |
|
|
2024
Q2 | $2.17M | Buy |
10,291
+20
| +0.2% | +$4.21K | 1.03% | 25 |
|
|
2024
Q1 | $1.76M | Buy |
10,271
+3,195
| +45% | +$548K | 0.9% | 27 |
|
|
2023
Q4 | $1.36M | Sell |
7,076
-141
| -2% | -$27.1K | 1.01% | 28 |
|
|
2023
Q3 | $1.24M | Buy |
7,217
+6,169
| +589% | +$1.06M | 1.09% | 25 |
|
|
2023
Q2 | $203K | Buy |
+1,048
| New | +$203K | 0.22% | 41 |
|
|
2022
Q2 | – | Sell |
-4,884
| Closed | -$853K | – | 24 |
|
|
2022
Q1 | $853K | Sell |
4,884
-3
| -0.1% | -$524 | 0.87% | 22 |
|
|
2021
Q4 | $868K | Buy |
4,887
+4
| +0.1% | +$710 | 0.8% | 19 |
|
|
2021
Q3 | $691K | Buy |
4,883
+22
| +0.5% | +$3.11K | 0.49% | 20 |
|
|
2021
Q2 | $666K | Buy |
4,861
+800
| +20% | +$110K | 0.47% | 19 |
|
|
2021
Q1 | $496K | Sell |
4,061
-6,274
| -61% | -$766K | 0.52% | 16 |
|
|
2020
Q4 | $1.37M | Buy |
+10,335
| New | +$1.37M | 2.09% | 8 |
|