CWP
CFM Wealth Partners’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,616
| Closed | -$328K | – | 163 |
|
|
2023
Q3 | $328K | Sell |
5,616
-38,935
| -87% | -$2.28M | 0.09% | 118 |
|
|
2023
Q2 | $2.97M | Sell |
44,551
-539
| -1% | -$36K | 0.72% | 38 |
|
|
2023
Q1 | $3.42M | Sell |
45,090
-1,888
| -4% | -$143K | 0.92% | 30 |
|
|
2022
Q4 | $3.35M | Sell |
46,978
-3,156
| -6% | -$225K | 1% | 28 |
|
|
2022
Q3 | $4.32M | Buy |
50,134
+446
| +0.9% | +$38.4K | 1.38% | 16 |
|
|
2022
Q2 | $3.47M | Sell |
49,688
-1,332
| -3% | -$93K | 1.04% | 25 |
|
|
2022
Q1 | $5.9M | Buy |
51,020
+950
| +2% | +$110K | 1.41% | 14 |
|
|
2021
Q4 | $9.76M | Buy |
50,070
+3,886
| +8% | +$757K | 2.18% | 10 |
|
|
2021
Q3 | $12M | Buy |
46,184
+1,378
| +3% | +$359K | 3.02% | 5 |
|
|
2021
Q2 | $13.1M | Buy |
44,806
+87
| +0.2% | +$25.4K | 3.47% | 4 |
|
|
2021
Q1 | $10.9M | Buy |
44,719
+708
| +2% | +$172K | 3.27% | 6 |
|
|
2020
Q4 | $10.3M | Buy |
44,011
+2,170
| +5% | +$508K | 3.29% | 3 |
|
|
2020
Q3 | $8.24M | Buy |
41,841
+1,380
| +3% | +$272K | 3.01% | 7 |
|
|
2020
Q2 | $7.05M | Sell |
40,461
-1,244
| -3% | -$217K | 2.68% | 8 |
|
|
2020
Q1 | $3.99M | Buy |
41,705
+50
| +0.1% | +$4.79K | 1.86% | 11 |
|
|
2019
Q4 | $4.81M | Buy |
+41,655
| New | +$4.81M | 1.77% | 12 |
|