CWM
Circle Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $412K | Hold |
6,317
| – | – | 0.01% | 180 |
|
|
2024
Q4 | $539K | Sell |
6,317
-722
| -10% | -$61.6K | 0.01% | 163 |
|
|
2024
Q3 | $549K | Sell |
7,039
-3,794
| -35% | -$296K | 0.01% | 163 |
|
|
2024
Q2 | $629K | Sell |
10,833
-5,932
| -35% | -$344K | 0.01% | 135 |
|
|
2024
Q1 | $1.12M | Sell |
16,765
-2,385
| -12% | -$160K | 0.03% | 89 |
|
|
2023
Q4 | $1.18M | Buy |
19,150
+44
| +0.2% | +$2.7K | 0.03% | 78 |
|
|
2023
Q3 | $1.12M | Sell |
19,106
-600
| -3% | -$35.1K | 0.03% | 77 |
|
|
2023
Q2 | $1.31M | Buy |
19,706
+58
| +0.3% | +$3.87K | 0.17% | 45 |
|
|
2023
Q1 | $1.49M | Buy |
19,648
+411
| +2% | +$31.2K | 0.22% | 42 |
|
|
2022
Q4 | $1.37M | Buy |
19,237
+222
| +1% | +$15.8K | 0.21% | 44 |
|
|
2022
Q3 | $1.64M | Buy |
19,015
+130
| +0.7% | +$11.2K | 0.27% | 38 |
|
|
2022
Q2 | $1.32M | Buy |
18,885
+10,059
| +114% | +$703K | 0.21% | 42 |
|
|
2022
Q1 | $1.02M | Buy |
8,826
+4,605
| +109% | +$533K | 0.13% | 69 |
|
|
2021
Q4 | $796K | Sell |
4,221
-6
| -0.1% | -$1.13K | 0.1% | 84 |
|
|
2021
Q3 | $1.1M | Buy |
4,227
+288
| +7% | +$74.9K | 0.16% | 59 |
|
|
2021
Q2 | $1.15M | Sell |
3,939
-4
| -0.1% | -$1.17K | 0.16% | 65 |
|
|
2021
Q1 | $958K | Sell |
3,943
-134
| -3% | -$32.6K | 0.15% | 63 |
|
|
2020
Q4 | $955K | Buy |
4,077
+71
| +2% | +$16.6K | 0.14% | 89 |
|
|
2020
Q3 | $789K | Sell |
4,006
-1,595
| -28% | -$314K | 0.13% | 83 |
|
|
2020
Q2 | $976K | Sell |
5,601
-76
| -1% | -$13.2K | 0.17% | 63 |
|
|
2020
Q1 | $544K | Buy |
5,677
+3,118
| +122% | +$299K | 0.11% | 101 |
|
|
2019
Q4 | $277K | Sell |
2,559
-1,978
| -44% | -$214K | 0.05% | 141 |
|
|
2019
Q3 | $470K | Buy |
4,537
+1,693
| +60% | +$175K | 0.1% | 101 |
|
|
2019
Q2 | $326K | Sell |
2,844
-782
| -22% | -$89.6K | 0.07% | 120 |
|
|
2019
Q1 | $377K | Buy |
3,626
+622
| +21% | +$64.7K | 0.08% | 110 |
|
|
2018
Q4 | $253K | Buy |
+3,004
| New | +$253K | 0.09% | 67 |
|