BWFA
Baltimore-Washington Financial Advisors’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-68,306
| Closed | -$5.19M | – | 149 |
|
|
2023
Q1 | $5.19M | Sell |
68,306
-3,365
| -5% | -$256K | 0.46% | 64 |
|
|
2022
Q4 | $5.1M | Sell |
71,671
-2,739
| -4% | -$195K | 0.5% | 60 |
|
|
2022
Q3 | $6.4M | Sell |
74,410
-2,061
| -3% | -$177K | 0.54% | 57 |
|
|
2022
Q2 | $5.34M | Sell |
76,471
-3,801
| -5% | -$265K | 0.57% | 59 |
|
|
2022
Q1 | $19.5M | Sell |
80,272
-2,759
| -3% | -$670K | 1.9% | 8 |
|
|
2021
Q4 | $15.7M | Buy |
83,031
+1,735
| +2% | +$327K | 1.26% | 30 |
|
|
2021
Q3 | $21.2M | Buy |
81,296
+742
| +0.9% | +$193K | 1.86% | 10 |
|
|
2021
Q2 | $23.5M | Buy |
80,554
+112
| +0.1% | +$32.6K | 2.18% | 8 |
|
|
2021
Q1 | $19.5M | Sell |
80,442
-2,197
| -3% | -$534K | 1.99% | 8 |
|
|
2020
Q4 | $19.4M | Sell |
82,639
-546
| -0.7% | -$128K | 2.11% | 8 |
|
|
2020
Q3 | $16.4M | Sell |
83,185
-3,658
| -4% | -$721K | 2.12% | 9 |
|
|
2020
Q2 | $15.1M | Sell |
86,843
-1,655
| -2% | -$288K | 2.08% | 10 |
|
|
2020
Q1 | $8.47M | Sell |
88,498
-1,702
| -2% | -$163K | 1.53% | 25 |
|
|
2019
Q4 | $9.76M | Buy |
90,200
+963
| +1% | +$104K | 1.43% | 31 |
|
|
2019
Q3 | $9.24M | Sell |
89,237
-2,055
| -2% | -$213K | 1.52% | 26 |
|
|
2019
Q2 | $10.4M | Sell |
91,292
-2,781
| -3% | -$318K | 1.76% | 18 |
|
|
2019
Q1 | $9.77M | Sell |
94,073
-1,519
| -2% | -$158K | 1.71% | 18 |
|
|
2018
Q4 | $8.04M | Buy |
95,592
+884
| +0.9% | +$74.3K | 1.66% | 21 |
|
|
2018
Q3 | $8.32M | Buy |
94,708
+2,485
| +3% | +$218K | 1.5% | 32 |
|
|
2018
Q2 | $7.68M | Buy |
92,223
+135
| +0.1% | +$11.2K | 1.52% | 32 |
|
|
2018
Q1 | $6.99M | Sell |
92,088
-1,615
| -2% | -$123K | 1.53% | 33 |
|
|
2017
Q4 | $6.9M | Sell |
93,703
-6,362
| -6% | -$468K | 1.45% | 35 |
|
|
2017
Q3 | $6.41M | Sell |
100,065
-1,355
| -1% | -$86.8K | 1.46% | 38 |
|
|
2017
Q2 | $5.44M | Buy |
101,420
+3,090
| +3% | +$166K | 1.31% | 40 |
|
|
2017
Q1 | $4.23M | Buy |
98,330
+1,205
| +1% | +$51.8K | 1.08% | 49 |
|
|
2016
Q4 | $3.83M | Sell |
97,125
-1,185
| -1% | -$46.8K | 1.05% | 46 |
|
|
2016
Q3 | $4.03M | Buy |
98,310
+585
| +0.6% | +$24K | 1.15% | 46 |
|
|
2016
Q2 | $3.57M | Buy |
97,725
+9,365
| +11% | +$342K | 1.06% | 48 |
|
|
2016
Q1 | $3.41M | Buy |
88,360
+12,680
| +17% | +$489K | 1.03% | 46 |
|
|
2015
Q4 | $2.74M | Buy |
75,680
+17,225
| +29% | +$623K | 0.86% | 57 |
|
|
2015
Q3 | $1.81M | Buy |
+58,455
| New | +$1.81M | 0.58% | 70 |
|