BWP
Baldwin Wealth Partners’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Sell |
7,106
-385
| -5% | -$28.6K | 0.04% | 141 |
|
|
2025
Q1 | $489K | Hold |
7,491
| – | – | 0.03% | 145 |
|
|
2024
Q4 | $639K | Sell |
7,491
-406
| -5% | -$34.7K | 0.04% | 129 |
|
|
2024
Q3 | $616K | Sell |
7,897
-581
| -7% | -$45.3K | 0.04% | 174 |
|
|
2024
Q2 | $492K | Sell |
8,478
-251
| -3% | -$14.6K | 0.04% | 145 |
|
|
2024
Q1 | $585K | Sell |
8,729
-3,800
| -30% | -$255K | 0.04% | 139 |
|
|
2023
Q4 | $769K | Sell |
12,529
-6,286
| -33% | -$386K | 0.06% | 114 |
|
|
2023
Q3 | $1.1M | Sell |
18,815
-42,747
| -69% | -$2.5M | 0.09% | 106 |
|
|
2023
Q2 | $4.11M | Buy |
61,562
+226
| +0.4% | +$15.1K | 0.34% | 65 |
|
|
2023
Q1 | $4.66M | Buy |
61,336
+866
| +1% | +$65.8K | 0.41% | 60 |
|
|
2022
Q4 | $4.31M | Buy |
60,470
+47,866
| +380% | +$3.41M | 0.39% | 65 |
|
|
2022
Q3 | $1.09M | Sell |
12,604
-460
| -4% | -$39.6K | 0.15% | 65 |
|
|
2022
Q2 | $913K | Sell |
13,064
-105,086
| -89% | -$7.34M | 0.12% | 78 |
|
|
2022
Q1 | $13.7M | Buy |
118,150
+426
| +0.4% | +$49.3K | 1.45% | 22 |
|
|
2021
Q4 | $22.2M | Buy |
117,724
+1,652
| +1% | +$312K | 2.22% | 11 |
|
|
2021
Q3 | $30.2M | Sell |
116,072
-6,082
| -5% | -$1.58M | 3.35% | 6 |
|
|
2021
Q2 | $35.6M | Sell |
122,154
-3,797
| -3% | -$1.11M | 3.89% | 6 |
|
|
2021
Q1 | $30.6M | Buy |
125,951
+3,191
| +3% | +$775K | 3.63% | 6 |
|
|
2020
Q4 | $28.8M | Sell |
122,760
-7,908
| -6% | -$1.85M | 3.61% | 5 |
|
|
2020
Q3 | $25.7M | Sell |
130,668
-4,058
| -3% | -$800K | 3.52% | 4 |
|
|
2020
Q2 | $23.5M | Sell |
134,726
-5,496
| -4% | -$958K | 3.44% | 5 |
|
|
2020
Q1 | $13.4M | Sell |
140,222
-1,094
| -0.8% | -$105K | 2.35% | 13 |
|
|
2019
Q4 | $15.3M | Buy |
141,316
+3,030
| +2% | +$328K | 2.14% | 11 |
|
|
2019
Q3 | $14.3M | Sell |
138,286
-9,436
| -6% | -$977K | 2.16% | 13 |
|
|
2019
Q2 | $16.9M | Sell |
147,722
-11,927
| -7% | -$1.37M | 2.49% | 10 |
|
|
2019
Q1 | $16.6M | Sell |
159,649
-34,933
| -18% | -$3.63M | 2.47% | 7 |
|
|
2018
Q4 | $16.4M | Sell |
194,582
-10,207
| -5% | -$858K | 2.74% | 6 |
|
|
2018
Q3 | $18M | Buy |
204,789
+943
| +0.5% | +$82.8K | 2.52% | 6 |
|
|
2018
Q2 | $17M | Sell |
203,846
-1,039
| -0.5% | -$86.5K | 2.64% | 5 |
|
|
2018
Q1 | $15.5M | Sell |
204,885
-26,416
| -11% | -$2M | 2.51% | 7 |
|
|
2017
Q4 | $17M | Sell |
231,301
-14,303
| -6% | -$1.05M | 2.65% | 6 |
|
|
2017
Q3 | $15.7M | Sell |
245,604
-18,716
| -7% | -$1.2M | 2.53% | 7 |
|
|
2017
Q2 | $14.2M | Sell |
264,320
-129,542
| -33% | -$6.95M | 2.28% | 10 |
|
|
2017
Q1 | $16.9M | Sell |
393,862
-30,721
| -7% | -$1.32M | 2.79% | 5 |
|
|
2016
Q4 | $16.8M | Sell |
424,583
-7,412
| -2% | -$293K | 3.03% | 7 |
|
|
2016
Q3 | $17.7M | Sell |
431,995
-7,475
| -2% | -$306K | 3.21% | 3 |
|
|
2016
Q2 | $16M | Buy |
439,470
+141
| +0% | +$5.15K | 3.3% | 4 |
|
|
2016
Q1 | $17M | Buy |
439,329
+2,666
| +0.6% | +$103K | 3.04% | 4 |
|
|
2015
Q4 | $15.8M | Buy |
436,663
+306,173
| +235% | +$11.1M | 2.57% | 5 |
|
|
2015
Q3 | $4.05M | Buy |
+130,490
| New | +$4.05M | 0.68% | 43 |
|