EHWM
Eads & Heald Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,828
| Closed | -$594K | – | 149 |
|
|
2023
Q1 | $594K | Sell |
7,828
-528
| -6% | -$40.1K | 0.29% | 105 |
|
|
2022
Q4 | $595K | Sell |
8,356
-1,583
| -16% | -$113K | 0.3% | 105 |
|
|
2022
Q3 | $855K | Buy |
9,939
+3,060
| +44% | +$263K | 0.48% | 84 |
|
|
2022
Q2 | $480K | Sell |
6,879
-742
| -10% | -$51.8K | 0.26% | 111 |
|
|
2022
Q1 | $881K | Sell |
7,621
-15
| -0.2% | -$1.73K | 0.41% | 94 |
|
|
2021
Q4 | $1.44M | Buy |
7,636
+51
| +0.7% | +$9.62K | 0.63% | 77 |
|
|
2021
Q3 | $1.97M | Sell |
7,585
-232
| -3% | -$60.4K | 0.95% | 47 |
|
|
2021
Q2 | $2.28M | Sell |
7,817
-1,237
| -14% | -$360K | 1.11% | 34 |
|
|
2021
Q1 | $2.2M | Sell |
9,054
-1,001
| -10% | -$243K | 1.13% | 32 |
|
|
2020
Q4 | $2.36M | Sell |
10,055
-831
| -8% | -$195K | 1.27% | 24 |
|
|
2020
Q3 | $2.15M | Sell |
10,886
-906
| -8% | -$179K | 1.28% | 22 |
|
|
2020
Q2 | $2.06M | Sell |
11,792
-383
| -3% | -$66.7K | 1.25% | 24 |
|
|
2020
Q1 | $1.17M | Sell |
12,175
-215
| -2% | -$20.6K | 0.82% | 58 |
|
|
2019
Q4 | $1.34M | Buy |
12,390
+305
| +3% | +$33K | 0.71% | 67 |
|
|
2019
Q3 | $1.25M | Sell |
12,085
-245
| -2% | -$25.4K | 0.7% | 66 |
|
|
2019
Q2 | $1.41M | Sell |
12,330
-1,362
| -10% | -$156K | 0.8% | 60 |
|
|
2019
Q1 | $1.42M | Sell |
13,692
-1,201
| -8% | -$125K | 0.82% | 59 |
|
|
2018
Q4 | $1.25M | Sell |
14,893
-360
| -2% | -$30.3K | 0.83% | 60 |
|
|
2018
Q3 | $1.34M | Sell |
15,253
-797
| -5% | -$70K | 0.77% | 62 |
|
|
2018
Q2 | $1.34M | Sell |
16,050
-5
| -0% | -$416 | 0.82% | 60 |
|
|
2018
Q1 | $1.22M | Sell |
16,055
-1,678
| -9% | -$127K | 0.77% | 66 |
|
|
2017
Q4 | $1.31M | Sell |
17,733
-1,148
| -6% | -$84.5K | 0.77% | 66 |
|
|
2017
Q3 | $1.21M | Sell |
18,881
-1,288
| -6% | -$82.5K | 0.75% | 68 |
|
|
2017
Q2 | $1.08M | Sell |
20,169
-335
| -2% | -$18K | 0.69% | 71 |
|
|
2017
Q1 | $882K | Buy |
20,504
+105
| +0.5% | +$4.52K | 0.57% | 83 |
|
|
2016
Q4 | $805K | Hold |
20,399
| – | – | 0.55% | 81 |
|
|
2016
Q3 | $836K | Buy |
20,399
+915
| +5% | +$37.5K | 0.58% | 78 |
|
|
2016
Q2 | $711K | Sell |
19,484
-2,397
| -11% | -$87.5K | 0.49% | 86 |
|
|
2016
Q1 | $845K | Sell |
21,881
-1,303
| -6% | -$50.3K | 0.58% | 76 |
|
|
2015
Q4 | $839K | Buy |
23,184
+60
| +0.3% | +$2.17K | 0.58% | 75 |
|
|
2015
Q3 | $718K | Buy |
+23,124
| New | +$718K | 0.51% | 83 |
|