CWM
CMH Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-34,486
| Closed | -$2.97M | – | 52 |
|
|
2022
Q3 | $2.97M | Sell |
34,486
-1,508
| -4% | -$130K | 1.09% | 38 |
|
|
2022
Q2 | $2.51M | Sell |
35,994
-39,646
| -52% | -$2.77M | 0.91% | 42 |
|
|
2022
Q1 | $8.75M | Buy |
75,640
+46,774
| +162% | +$5.41M | 2.69% | 10 |
|
|
2021
Q4 | $5.44M | Buy |
28,866
+2,324
| +9% | +$438K | 1.64% | 21 |
|
|
2021
Q3 | $6.91M | Buy |
26,542
+607
| +2% | +$158K | 2.27% | 16 |
|
|
2021
Q2 | $7.56M | Buy |
25,935
+1,520
| +6% | +$443K | 2.53% | 14 |
|
|
2021
Q1 | $5.93M | Sell |
24,415
-648
| -3% | -$157K | 2.23% | 18 |
|
|
2020
Q4 | $5.87M | Buy |
25,063
+467
| +2% | +$109K | 2.15% | 16 |
|
|
2020
Q3 | $4.85M | Buy |
24,596
+3,968
| +19% | +$782K | 2.07% | 15 |
|
|
2020
Q2 | $3.59M | Sell |
20,628
-1,285
| -6% | -$224K | 1.72% | 19 |
|
|
2020
Q1 | $2.1M | Sell |
21,913
-13,680
| -38% | -$1.31M | 1.23% | 38 |
|
|
2019
Q4 | $3.85M | Buy |
35,593
+670
| +2% | +$72.5K | 1.98% | 14 |
|
|
2019
Q3 | $3.62M | Buy |
34,923
+860
| +3% | +$89.1K | 2.05% | 13 |
|
|
2019
Q2 | $3.9M | Sell |
34,063
-1,455
| -4% | -$167K | 2.29% | 14 |
|
|
2019
Q1 | $3.69M | Sell |
35,518
-250
| -0.7% | -$26K | 2.23% | 13 |
|
|
2018
Q4 | $3.01M | Buy |
35,768
+290
| +0.8% | +$24.4K | 1.81% | 19 |
|
|
2018
Q3 | $3.11M | Buy |
35,478
+2,755
| +8% | +$241K | 1.63% | 20 |
|
|
2018
Q2 | $2.75M | Buy |
32,723
+1,153
| +4% | +$96.7K | 1.57% | 19 |
|
|
2018
Q1 | $2.37M | Sell |
31,570
-2,550
| -7% | -$191K | 1.6% | 17 |
|
|
2017
Q4 | $2.52M | Sell |
34,120
-5,055
| -13% | -$373K | 1.67% | 16 |
|
|
2017
Q3 | $2.51M | Sell |
39,175
-4,365
| -10% | -$280K | 1.87% | 14 |
|
|
2017
Q2 | $2.35M | Buy |
+43,540
| New | +$2.35M | 1.87% | 17 |
|
|
2017
Q1 | – | Sell |
-42,905
| Closed | -$1.78M | – | 54 |
|
|
2016
Q4 | $1.78M | Buy |
+42,905
| New | +$1.78M | 1.56% | 25 |
|