CWS
Confluence Wealth Services’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Hold |
4,591
| – | – | 0.02% | 292 |
|
|
2025
Q1 | $287K | Sell |
4,591
-35
| -0.8% | -$2.19K | 0.02% | 291 |
|
|
2024
Q4 | $415K | Sell |
4,626
-10
| -0.2% | -$897 | 0.03% | 244 |
|
|
2024
Q3 | $362K | Hold |
4,636
| – | – | 0.03% | 257 |
|
|
2024
Q2 | $269K | Sell |
4,636
-675
| -13% | -$39.2K | 0.02% | 320 |
|
|
2024
Q1 | $356K | Sell |
5,311
-929
| -15% | -$62.2K | 0.03% | 251 |
|
|
2023
Q4 | $383K | Buy |
6,240
+219
| +4% | +$13.4K | 0.04% | 213 |
|
|
2023
Q3 | $352K | Sell |
6,021
-442
| -7% | -$25.8K | 0.07% | 188 |
|
|
2023
Q2 | $431K | Sell |
6,463
-476
| -7% | -$31.8K | 0.09% | 172 |
|
|
2023
Q1 | $527K | Buy |
6,939
+53
| +0.8% | +$4.03K | 0.12% | 134 |
|
|
2022
Q4 | $490K | Sell |
6,886
-190
| -3% | -$13.5K | 0.13% | 140 |
|
|
2022
Q3 | $609K | Sell |
7,076
-1,808
| -20% | -$156K | 0.26% | 109 |
|
|
2022
Q2 | $880K | Buy |
8,884
+2,033
| +30% | +$201K | 0.39% | 88 |
|
|
2022
Q1 | $792K | Sell |
6,851
-54
| -0.8% | -$6.24K | 0.29% | 99 |
|
|
2021
Q4 | $1.3M | Buy |
+6,905
| New | +$1.3M | 0.42% | 56 |
|