CPWM
Cypress Point Wealth Management’s Blend Labs BLND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Sell |
220,284
-6,163
| -3% | -$20.3K | 0.18% | 49 |
|
|
2025
Q1 | $759K | Hold |
226,447
| – | – | 0.24% | 44 |
|
|
2024
Q4 | $953K | Hold |
226,447
| – | – | 0.3% | 42 |
|
|
2024
Q3 | $849K | Buy |
226,447
+29,848
| +15% | +$112K | 0.33% | 44 |
|
|
2024
Q2 | $464K | Sell |
196,599
-11,578
| -6% | -$27.3K | 0.22% | 54 |
|
|
2024
Q1 | $677K | Buy |
208,177
+51,911
| +33% | +$169K | 0.35% | 47 |
|
|
2023
Q4 | $398K | Hold |
156,266
| – | – | 0.3% | 47 |
|
|
2023
Q3 | $214K | Sell |
156,266
-273,805
| -64% | -$375K | 0.19% | 49 |
|
|
2023
Q2 | $407K | Sell |
430,071
-221,406
| -34% | -$210K | 0.43% | 31 |
|
|
2023
Q1 | $649K | Sell |
651,477
-210,755
| -24% | -$210K | 0.92% | 28 |
|
|
2022
Q4 | $1.24M | Buy |
862,232
+240,710
| +39% | +$347K | 1.95% | 17 |
|
|
2022
Q3 | $1.37M | Sell |
621,522
-8,232
| -1% | -$18.2K | 2.55% | 12 |
|
|
2022
Q2 | $1.49M | Sell |
629,754
-75,178
| -11% | -$177K | 2.61% | 12 |
|
|
2022
Q1 | $4.02M | Buy |
704,932
+565,235
| +405% | +$3.22M | 4.08% | 7 |
|
|
2021
Q4 | $1.03M | Buy |
+139,697
| New | +$1.03M | 0.95% | 18 |
|