CPWM
Cypress Point Wealth Management’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,290
| Closed | -$222K | – | 69 |
|
|
2024
Q4 | $222K | Sell |
1,290
-173
| -12% | -$29.8K | 0.07% | 67 |
|
|
2024
Q3 | $224K | Buy |
+1,463
| New | +$224K | 0.09% | 73 |
|
|
2021
Q4 | – | Sell |
-1,290
| Closed | -$150K | – | 45 |
|
|
2021
Q3 | $150K | Hold |
1,290
| – | – | 0.11% | 34 |
|
|
2021
Q2 | $125K | Buy |
1,290
+961
| +292% | +$93.1K | 0.09% | 37 |
|
|
2021
Q1 | $25K | Buy |
329
+4
| +1% | +$304 | 0.03% | 55 |
|
|
2020
Q4 | $21K | Buy |
+325
| New | +$21K | 0.03% | 128 |
|