BWM
BerganKDV Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $218K | Sell |
3,262
-740
| -18% | -$49.4K | 0.02% | 223 |
|
|
2023
Q1 | $304K | Buy |
4,002
+78
| +2% | +$5.92K | 0.03% | 209 |
|
|
2022
Q4 | $279K | Sell |
3,924
-848
| -18% | -$60.4K | 0.03% | 208 |
|
|
2022
Q3 | $411K | Sell |
4,772
-654
| -12% | -$56.3K | 0.05% | 177 |
|
|
2022
Q2 | $379K | Sell |
5,426
-22
| -0.4% | -$1.54K | 0.04% | 198 |
|
|
2022
Q1 | $630K | Buy |
5,448
+596
| +12% | +$68.9K | 0.07% | 167 |
|
|
2021
Q4 | $915K | Sell |
4,852
-236
| -5% | -$44.5K | 0.1% | 139 |
|
|
2021
Q3 | $1.32M | Buy |
5,088
+638
| +14% | +$166K | 0.15% | 111 |
|
|
2021
Q2 | $1.3M | Sell |
4,450
-53
| -1% | -$15.4K | 0.15% | 108 |
|
|
2021
Q1 | $1.09M | Buy |
4,503
+70
| +2% | +$17K | 0.14% | 114 |
|
|
2020
Q4 | $1.04M | Sell |
4,433
-4
| -0.1% | -$937 | 0.15% | 108 |
|
|
2020
Q3 | $874K | Buy |
4,437
+61
| +1% | +$12K | 0.14% | 109 |
|
|
2020
Q2 | $762K | Sell |
4,376
-534
| -11% | -$93K | 0.13% | 114 |
|
|
2020
Q1 | $470K | Buy |
4,910
+404
| +9% | +$38.7K | 0.1% | 137 |
|
|
2019
Q4 | $487K | Sell |
4,506
-384
| -8% | -$41.5K | 0.09% | 152 |
|
|
2019
Q3 | $507K | Sell |
4,890
-646
| -12% | -$67K | 0.1% | 135 |
|
|
2019
Q2 | $634K | Sell |
5,536
-33
| -0.6% | -$3.78K | 0.13% | 120 |
|
|
2019
Q1 | $578K | Buy |
5,569
+266
| +5% | +$27.6K | 0.12% | 124 |
|
|
2018
Q4 | $446K | Buy |
5,303
+431
| +9% | +$36.2K | 0.1% | 124 |
|
|
2018
Q3 | $428K | Buy |
4,872
+81
| +2% | +$7.12K | 0.09% | 128 |
|
|
2018
Q2 | $399K | Buy |
4,791
+62
| +1% | +$5.16K | 0.09% | 133 |
|
|
2018
Q1 | $359K | Sell |
4,729
-636
| -12% | -$48.3K | 0.1% | 133 |
|
|
2017
Q4 | $395K | Sell |
5,365
-2,603
| -33% | -$192K | 0.09% | 138 |
|
|
2017
Q3 | $510K | Buy |
+7,968
| New | +$510K | 0.13% | 123 |
|