DWM
Dakota Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,147
| Closed | -$205K | – | 803 |
|
|
2025
Q1 | $205K | Sell |
3,147
-175
| -5% | -$11.4K | ﹤0.01% | 706 |
|
|
2024
Q4 | $284K | Sell |
3,322
-61
| -2% | -$5.21K | 0.01% | 617 |
|
|
2024
Q3 | $264K | Sell |
3,383
-787
| -19% | -$61.4K | 0.01% | 613 |
|
|
2024
Q2 | $242K | Sell |
4,170
-497
| -11% | -$28.8K | 0.01% | 625 |
|
|
2024
Q1 | $313K | Sell |
4,667
-3,233
| -41% | -$217K | 0.01% | 574 |
|
|
2023
Q4 | $485K | Sell |
7,900
-334
| -4% | -$20.5K | 0.02% | 424 |
|
|
2023
Q3 | $481K | Sell |
8,234
-1,603
| -16% | -$93.7K | 0.02% | 408 |
|
|
2023
Q2 | $656K | Buy |
9,837
+2,811
| +40% | +$188K | 0.03% | 332 |
|
|
2023
Q1 | $534K | Sell |
7,026
-559
| -7% | -$42.5K | 0.04% | 353 |
|
|
2022
Q4 | $540K | Sell |
7,585
-475
| -6% | -$33.8K | 0.04% | 336 |
|
|
2022
Q3 | $694K | Buy |
8,060
+3,177
| +65% | +$274K | 0.06% | 275 |
|
|
2022
Q2 | $341K | Sell |
4,883
-11
| -0.2% | -$768 | 0.03% | 349 |
|
|
2022
Q1 | $566K | Buy |
4,894
+387
| +9% | +$44.8K | 0.05% | 267 |
|
|
2021
Q4 | $850K | Sell |
4,507
-3,405
| -43% | -$642K | 0.09% | 174 |
|
|
2021
Q3 | $2.06M | Sell |
7,912
-4,087
| -34% | -$1.06M | 0.24% | 113 |
|
|
2021
Q2 | $3.5M | Sell |
11,999
-659
| -5% | -$192K | 0.42% | 68 |
|
|
2021
Q1 | $3.07M | Buy |
12,658
+7,023
| +125% | +$1.7M | 0.4% | 71 |
|
|
2020
Q4 | $1.32M | Buy |
5,635
+985
| +21% | +$231K | 0.17% | 126 |
|
|
2020
Q3 | $916K | Buy |
4,650
+295
| +7% | +$58.1K | 0.14% | 116 |
|
|
2020
Q2 | $758K | Sell |
4,355
-3,589
| -45% | -$625K | 0.13% | 130 |
|
|
2020
Q1 | $760K | Sell |
7,944
-18,117
| -70% | -$1.73M | 0.17% | 122 |
|
|
2019
Q4 | $2.82M | Sell |
26,061
-7,763
| -23% | -$840K | 0.45% | 67 |
|
|
2019
Q3 | $3.5M | Buy |
33,824
+2,711
| +9% | +$281K | 0.6% | 43 |
|
|
2019
Q2 | $3.56M | Buy |
31,113
+7
| +0% | +$801 | 0.68% | 37 |
|
|
2019
Q1 | $3.23M | Buy |
31,106
+26,061
| +517% | +$2.71M | 0.64% | 39 |
|
|
2018
Q4 | $438K | Sell |
5,045
-154
| -3% | -$13.4K | 0.1% | 170 |
|
|
2018
Q3 | $457K | Sell |
5,199
-75
| -1% | -$6.59K | 0.1% | 161 |
|
|
2018
Q2 | $439K | Buy |
+5,274
| New | +$439K | 0.12% | 135 |
|