CWA
Consilio Wealth Advisors’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,725
| Closed | -$233K | – | 80 |
|
|
2024
Q4 | $233K | Sell |
2,725
-2
| -0.1% | -$171 | 0.1% | 55 |
|
|
2024
Q3 | $213K | Buy |
+2,727
| New | +$213K | 0.09% | 68 |
|
|
2022
Q1 | – | Sell |
-1,509
| Closed | -$285K | – | 45 |
|
|
2021
Q4 | $285K | Buy |
+1,509
| New | +$285K | 0.22% | 40 |
|