CWM
Compass Wealth Management’s PayPal PYPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-300
| Closed | -$19.6K | – | 344 |
|
2025
Q1 | $19.6K | Buy |
300
+50
| +20% | +$3.26K | 0.01% | 326 |
|
2024
Q4 | $21.3K | Hold |
250
| – | – | 0.01% | 319 |
|
2024
Q3 | $19.5K | Hold |
250
| – | – | ﹤0.01% | 327 |
|
2024
Q2 | $14.5K | Hold |
250
| – | – | ﹤0.01% | 342 |
|
2024
Q1 | $16.7K | Sell |
250
-380
| -60% | -$25.5K | ﹤0.01% | 332 |
|
2023
Q4 | $38.7K | Sell |
630
-3,154
| -83% | -$194K | 0.01% | 267 |
|
2023
Q3 | $221K | Sell |
3,784
-3,025
| -44% | -$177K | 0.07% | 150 |
|
2023
Q2 | $454K | Sell |
6,809
-1,330
| -16% | -$88.8K | 0.14% | 115 |
|
2023
Q1 | $618K | Sell |
8,139
-1,150
| -12% | -$87.3K | 0.2% | 106 |
|
2022
Q4 | $662K | Buy |
+9,289
| New | +$662K | 0.22% | 104 |
|