CPWM
Cypress Point Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Buy |
2,242
+162
| +8% | +$28.5K | 0.1% | 62 |
|
|
2025
Q1 | $322K | Sell |
2,080
-24
| -1% | -$3.71K | 0.1% | 58 |
|
|
2024
Q4 | $398K | Sell |
2,104
-1,513
| -42% | -$286K | 0.12% | 56 |
|
|
2024
Q3 | $600K | Buy |
3,617
+86
| +2% | +$14.3K | 0.24% | 53 |
|
|
2024
Q2 | $643K | Buy |
3,531
+78
| +2% | +$14.2K | 0.3% | 48 |
|
|
2024
Q1 | $521K | Buy |
3,453
+127
| +4% | +$19.2K | 0.27% | 52 |
|
|
2023
Q4 | $465K | Hold |
3,326
| – | – | 0.35% | 44 |
|
|
2023
Q3 | $435K | Buy |
+3,326
| New | +$435K | 0.38% | 39 |
|
|
2021
Q4 | – | Sell |
-12
| Closed | -$32K | – | 77 |
|
|
2021
Q3 | $32K | Hold |
12
| – | – | 0.02% | 71 |
|
|
2021
Q2 | $29K | Hold |
12
| – | – | 0.02% | 81 |
|
|
2021
Q1 | $25K | Sell |
12
-10
| -45% | -$20.8K | 0.03% | 56 |
|
|
2020
Q4 | $39K | Buy |
+22
| New | +$39K | 0.06% | 111 |
|