CPWM
Cypress Point Wealth Management’s Airbnb ABNB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-19,756
| Closed | -$1.69M | – | 40 |
|
2022
Q4 | $1.69M | Hold |
19,756
| – | – | 2.65% | 13 |
|
2022
Q3 | $2.08M | Sell |
19,756
-700
| -3% | -$73.5K | 3.86% | 8 |
|
2022
Q2 | $1.82M | Sell |
20,456
-800
| -4% | -$71.3K | 3.2% | 8 |
|
2022
Q1 | $3.65M | Sell |
21,256
-578
| -3% | -$99.3K | 3.71% | 9 |
|
2021
Q4 | $3.64M | Sell |
21,834
-31,000
| -59% | -$5.16M | 3.37% | 7 |
|
2021
Q3 | $8.86M | Hold |
52,834
| – | – | 6.32% | 4 |
|
2021
Q2 | $8.09M | Buy |
+52,834
| New | +$8.09M | 5.75% | 5 |
|