Number of Shares
5,929.00
Current Holdings Value*
$4.38 Mil
% of Portfolio
1.07%
Total Estimate Gain
$1.89 Mil
% of Total Estimate Gain
54.85%

Cypress Point Wealth Management, LLC's Meta Platforms Inc Holding Summary

As of 2025-06-30, Cypress Point Wealth Management, LLC held 5,929.00 shares of Meta Platforms Inc(META), totaling $4.38 Mil. This investment constitutes 1.07% of their stock portfolio, and Cypress Point Wealth Management, LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2020Q4. And since then Cypress Point Wealth Management, LLC has made 4 purchases of META, at an average price of $388.54, for a total of 8,879.00 shares. In addition, there have been 9 sales at an average price of $395.35 for 2,950.00 shares. Based on historical transaction data and META's current price of $704.28, Cypress Point Wealth Management, LLC's estimated gain on his META holdings is $1.89 Mil, reflecting a 54.85% gain to date.

Cypress Point Wealth Management, LLC META ($704.28) Holding Chart

Cypress Point Wealth Management, LLC META ($704.28) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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