DWM
Dorchester Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $909K | Buy |
10,655
+70
| +0.7% | +$5.97K | 0.18% | 76 |
|
|
2024
Q3 | $826K | Buy |
10,585
+1,155
| +12% | +$90.1K | 0.15% | 81 |
|
|
2024
Q2 | $547K | Buy |
9,430
+2,090
| +28% | +$121K | 0.11% | 91 |
|
|
2024
Q1 | $492K | Buy |
7,340
+4,055
| +123% | +$272K | 0.09% | 111 |
|
|
2023
Q4 | $202K | Buy |
+3,285
| New | +$202K | 0.04% | 151 |
|
|
2023
Q2 | – | Sell |
-4,190
| Closed | -$318K | – | 154 |
|
|
2023
Q1 | $318K | Sell |
4,190
-240
| -5% | -$18.2K | 0.07% | 118 |
|
|
2022
Q4 | $316K | Sell |
4,430
-2,510
| -36% | -$179K | 0.07% | 116 |
|
|
2022
Q3 | $597K | Hold |
6,940
| – | – | 0.13% | 91 |
|
|
2022
Q2 | $485K | Buy |
+6,940
| New | +$485K | 0.1% | 100 |
|
|
2021
Q3 | – | Sell |
-1,132
| Closed | -$330K | – | 154 |
|
|
2021
Q2 | $330K | Hold |
1,132
| – | – | 0.08% | 120 |
|
|
2021
Q1 | $275K | Sell |
1,132
-65
| -5% | -$15.8K | 0.07% | 126 |
|
|
2020
Q4 | $280K | Hold |
1,197
| – | – | 0.07% | 122 |
|
|
2020
Q3 | $236K | Sell |
1,197
-15
| -1% | -$2.96K | 0.07% | 118 |
|
|
2020
Q2 | $211K | Buy |
+1,212
| New | +$211K | 0.07% | 124 |
|