CFA
CWS Financial Advisors’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+2,757
| New | +$205K | 0.06% | 132 |
|
|
2025
Q1 | – | Sell |
-2,948
| Closed | -$252K | – | 133 |
|
|
2024
Q4 | $252K | Hold |
2,948
| – | – | 0.08% | 105 |
|
|
2024
Q3 | $230K | Buy |
+2,948
| New | +$230K | 0.08% | 109 |
|
|
2023
Q1 | – | Sell |
-1,381
| Closed | -$335K | – | 158 |
|
|
2022
Q4 | $335K | Buy |
+1,381
| New | +$335K | 0.14% | 99 |
|
|
2022
Q3 | – | Sell |
-2,055
| Closed | -$144K | – | 160 |
|
|
2022
Q2 | $144K | Sell |
2,055
-108
| -5% | -$7.57K | 0.07% | 148 |
|
|
2022
Q1 | $250K | Buy |
2,163
+715
| +49% | +$82.6K | 0.09% | 130 |
|
|
2021
Q4 | $273K | Buy |
+1,448
| New | +$273K | 0.1% | 125 |
|
|
2021
Q2 | $403K | Hold |
1,381
| – | – | 0.16% | 94 |
|
|
2021
Q1 | $335K | Buy |
1,381
+62
| +5% | +$15K | 0.14% | 99 |
|
|
2020
Q4 | $309K | Buy |
1,319
+17
| +1% | +$3.98K | 0.18% | 98 |
|
|
2020
Q3 | $257K | Sell |
1,302
-20
| -2% | -$3.95K | 0.17% | 101 |
|
|
2020
Q2 | $230K | Buy |
+1,322
| New | +$230K | 0.17% | 111 |
|