BFG
Beacon Financial Group’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
+3,023
| New | +$225K | 0.02% | 317 |
|
|
2022
Q2 | – | Sell |
-2,466
| Closed | -$289K | – | 227 |
|
|
2022
Q1 | $289K | Buy |
2,466
+153
| +7% | +$17.9K | 0.04% | 225 |
|
|
2021
Q4 | $451K | Sell |
2,313
-587
| -20% | -$114K | 0.06% | 204 |
|
|
2021
Q3 | $751K | Hold |
2,900
| – | – | 0.1% | 155 |
|
|
2021
Q2 | $864K | Sell |
2,900
-590
| -17% | -$176K | 0.12% | 145 |
|
|
2021
Q1 | $851K | Hold |
3,490
| – | – | 0.13% | 139 |
|
|
2020
Q4 | $851K | Sell |
3,490
-200
| -5% | -$48.8K | 0.13% | 140 |
|
|
2020
Q3 | $727K | Buy |
+3,690
| New | +$727K | 0.13% | 132 |
|
|
2017
Q3 | – | Sell |
-10,867
| Closed | -$581K | – | 188 |
|
|
2017
Q2 | $581K | Sell |
10,867
-241
| -2% | -$12.9K | 0.11% | 123 |
|
|
2017
Q1 | $483K | Sell |
11,108
-702
| -6% | -$30.5K | 0.09% | 125 |
|
|
2016
Q4 | $466K | Sell |
11,810
-385
| -3% | -$15.2K | 0.09% | 125 |
|
|
2016
Q3 | $493K | Sell |
12,195
-2,103
| -15% | -$85K | 0.1% | 129 |
|
|
2016
Q2 | $511K | Buy |
14,298
+810
| +6% | +$28.9K | 0.11% | 116 |
|
|
2016
Q1 | $526K | Sell |
13,488
-337
| -2% | -$13.1K | 0.11% | 112 |
|
|
2015
Q4 | $504K | Buy |
13,825
+624
| +5% | +$22.7K | 0.12% | 112 |
|
|
2015
Q3 | $404K | Buy |
+13,201
| New | +$404K | 0.1% | 122 |
|