CPWM
Cypress Point Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,958
| Closed | -$327K | – | 71 |
|
|
2024
Q3 | $327K | Sell |
1,958
-7
| -0.4% | -$1.17K | 0.13% | 65 |
|
|
2024
Q2 | $360K | Buy |
1,965
+76
| +4% | +$13.9K | 0.17% | 59 |
|
|
2024
Q1 | $288K | Buy |
1,889
+111
| +6% | +$16.9K | 0.15% | 63 |
|
|
2023
Q4 | $251K | Hold |
1,778
| – | – | 0.19% | 52 |
|
|
2023
Q3 | $234K | Buy |
+1,778
| New | +$234K | 0.21% | 47 |
|
|
2021
Q1 | – | Sell |
-320
| Closed | -$561K | – | 141 |
|
|
2020
Q4 | $561K | Buy |
+320
| New | +$561K | 0.85% | 39 |
|