CWP
Concord Wealth Partners’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-581
| Closed | -$49.6K | – | 938 |
|
|
2024
Q4 | $49.6K | Sell |
581
-19
| -3% | -$1.62K | 0.01% | 332 |
|
|
2024
Q3 | $46.8K | Buy |
600
+19
| +3% | +$1.48K | 0.01% | 348 |
|
|
2024
Q2 | $33.7K | Hold |
581
| – | – | 0.01% | 357 |
|
|
2024
Q1 | $38.9K | Sell |
581
-207
| -26% | -$13.9K | 0.01% | 392 |
|
|
2023
Q4 | $48.4K | Sell |
788
-230
| -23% | -$14.1K | 0.01% | 362 |
|
|
2023
Q3 | $59.5K | Buy |
1,018
+106
| +12% | +$6.2K | 0.01% | 357 |
|
|
2023
Q2 | $60.9K | Hold |
912
| – | – | 0.01% | 336 |
|
|
2023
Q1 | $69.3K | Sell |
912
-37
| -4% | -$2.81K | 0.02% | 302 |
|
|
2022
Q4 | $67.6K | Buy |
+949
| New | +$67.6K | 0.02% | 315 |
|
|
2022
Q3 | – | Sell |
-1,061
| Closed | -$74K | – | 885 |
|
|
2022
Q2 | $74K | Sell |
1,061
-791
| -43% | -$55.2K | 0.02% | 309 |
|
|
2022
Q1 | $214K | Sell |
1,852
-305
| -14% | -$35.2K | 0.06% | 173 |
|
|
2021
Q4 | $407K | Buy |
2,157
+1,476
| +217% | +$279K | 0.1% | 114 |
|
|
2021
Q3 | $177K | Sell |
681
-1,634
| -71% | -$425K | 0.07% | 95 |
|
|
2021
Q2 | $675K | Buy |
2,315
+128
| +6% | +$37.3K | 0.19% | 49 |
|
|
2021
Q1 | $531K | Buy |
2,187
+1,962
| +872% | +$476K | 0.18% | 54 |
|
|
2020
Q4 | $53K | Buy |
+225
| New | +$53K | 0.04% | 201 |
|