CPWM
Cypress Point Wealth Management’s Robinhood HOOD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
+2,619
| New | +$245K | 0.06% | 76 |
|
|
2023
Q4 | – | Sell |
-129,807
| Closed | -$1.27M | – | 58 |
|
|
2023
Q3 | $1.27M | Sell |
129,807
-717
| -0.5% | -$7.03K | 1.12% | 24 |
|
|
2023
Q2 | $1.3M | Hold |
130,524
| – | – | 1.39% | 18 |
|
|
2023
Q1 | $1.27M | Hold |
130,524
| – | – | 1.79% | 14 |
|
|
2022
Q4 | $1.06M | Hold |
130,524
| – | – | 1.67% | 19 |
|
|
2022
Q3 | $1.32M | Hold |
130,524
| – | – | 2.45% | 13 |
|
|
2022
Q2 | $1.07M | Sell |
130,524
-2,619
| -2% | -$21.5K | 1.88% | 16 |
|
|
2022
Q1 | $1.8M | Hold |
133,143
| – | – | 1.83% | 17 |
|
|
2021
Q4 | $2.37M | Buy |
+133,143
| New | +$2.37M | 2.19% | 10 |
|