CPWM
Cypress Point Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,914
| Closed | -$718K | – | 75 |
|
|
2024
Q3 | $718K | Sell |
5,914
-65
| -1% | -$7.89K | 0.28% | 48 |
|
|
2024
Q2 | $739K | Buy |
5,979
+5,294
| +773% | +$654K | 0.35% | 46 |
|
|
2024
Q1 | $619K | Buy |
685
+139
| +25% | +$126K | 0.32% | 49 |
|
|
2023
Q4 | $270K | Buy |
546
+77
| +16% | +$38.1K | 0.2% | 51 |
|
|
2023
Q3 | $204K | Buy |
+469
| New | +$204K | 0.18% | 51 |
|