Carson Wealth (CWM LLC)’s PayPal PYPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.86M Sell
65,380
-63,973
-49% -$4.75M 0.02% 595
2025
Q1
$8.44M Sell
129,353
-9,759
-7% -$637K 0.03% 387
2024
Q4
$11.9M Buy
139,112
+15,547
+13% +$1.33M 0.05% 291
2024
Q3
$9.64M Buy
123,565
+11,321
+10% +$883K 0.04% 317
2024
Q2
$6.51M Buy
112,244
+3,234
+3% +$188K 0.03% 369
2024
Q1
$7.3M Sell
109,010
-396
-0.4% -$26.5K 0.04% 346
2023
Q4
$6.72M Buy
109,406
+45,524
+71% +$2.8M 0.04% 344
2023
Q3
$3.74M Buy
63,882
+6,142
+11% +$359K 0.02% 417
2023
Q2
$3.85M Buy
57,740
+35,469
+159% +$2.37M 0.02% 393
2023
Q1
$1.69M Buy
22,271
+5,945
+36% +$451K 0.01% 511
2022
Q4
$1.16M Sell
16,326
-4,495
-22% -$320K 0.01% 571
2022
Q3
$1.79M Buy
20,821
+4,287
+26% +$369K 0.01% 432
2022
Q2
$1.16M Buy
16,534
+2,045
+14% +$143K 0.01% 530
2022
Q1
$1.68M Buy
14,489
+902
+7% +$104K 0.01% 434
2021
Q4
$2.56M Buy
+13,587
New +$2.56M 0.02% 384
2021
Q2
$2.58M Hold
8,848
0.02% 371
2021
Q1
$2.58M Hold
8,848
0.02% 371
2020
Q4
$2.58M Hold
8,848
0.02% 371
2020
Q3
$2.58M Hold
8,848
0.02% 371
2020
Q2
$2.58M Hold
8,848
0.02% 371
2020
Q1
$2.58M Hold
8,848
0.02% 371
2019
Q4
$2.58M Hold
8,848
0.02% 371
2019
Q3
$2.58M Hold
8,848
0.02% 371
2019
Q2
$2.58M Hold
8,848
0.02% 371
2019
Q1
$2.58M Buy
8,848
+8,577
+3,165% +$2.5M 0.02% 371
2018
Q4
$23K Sell
271
-186
-41% -$15.8K ﹤0.01% 1093
2018
Q3
$40K Buy
457
+232
+103% +$20.3K ﹤0.01% 787
2018
Q2
$19K Buy
225
+114
+103% +$9.63K ﹤0.01% 846
2018
Q1
$8K Sell
111
-100
-47% -$7.21K ﹤0.01% 900
2017
Q4
$16K Sell
211
-43
-17% -$3.26K ﹤0.01% 750
2017
Q3
$16K Sell
254
-20
-7% -$1.26K ﹤0.01% 769
2017
Q2
$15K Sell
274
-82
-23% -$4.49K ﹤0.01% 696
2017
Q1
$15K Sell
356
-47
-12% -$1.98K ﹤0.01% 668
2016
Q4
$16K Sell
403
-9
-2% -$357 ﹤0.01% 635
2016
Q3
$17K Buy
412
+276
+203% +$11.4K ﹤0.01% 576
2016
Q2
$5K Buy
136
+13
+11% +$478 ﹤0.01% 631
2016
Q1
$5K Buy
123
+24
+24% +$976 ﹤0.01% 599
2015
Q4
$4K Sell
99
-73
-42% -$2.95K ﹤0.01% 554
2015
Q3
$5K Buy
+172
New +$5K ﹤0.01% 502