CPWM
Cypress Point Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $805K | Buy |
1,618
+75
| +5% | +$37.3K | 0.2% | 45 |
|
|
2025
Q1 | $579K | Hold |
1,543
| – | – | 0.18% | 49 |
|
|
2024
Q4 | $650K | Sell |
1,543
-1,665
| -52% | -$702K | 0.2% | 48 |
|
|
2024
Q3 | $1.38M | Buy |
3,208
+25
| +0.8% | +$10.8K | 0.54% | 39 |
|
|
2024
Q2 | $1.42M | Sell |
3,183
-35
| -1% | -$15.6K | 0.67% | 35 |
|
|
2024
Q1 | $1.35M | Buy |
3,218
+301
| +10% | +$127K | 0.69% | 35 |
|
|
2023
Q4 | $1.1M | Buy |
2,917
+336
| +13% | +$126K | 0.81% | 30 |
|
|
2023
Q3 | $815K | Buy |
+2,581
| New | +$815K | 0.72% | 30 |
|
|
2021
Q4 | – | Sell |
-552
| Closed | -$156K | – | 111 |
|
|
2021
Q3 | $156K | Sell |
552
-2,315
| -81% | -$654K | 0.11% | 31 |
|
|
2021
Q2 | $777K | Buy |
2,867
+329
| +13% | +$89.2K | 0.55% | 18 |
|
|
2021
Q1 | $598K | Sell |
2,538
-2,244
| -47% | -$529K | 0.62% | 14 |
|
|
2020
Q4 | $1.06M | Buy |
+4,782
| New | +$1.06M | 1.62% | 14 |
|