EWM
Elmwood Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,315
| Closed | -$483K | – | 132 |
|
|
2024
Q2 | $483K | Sell |
8,315
-620
| -7% | -$36K | 0.21% | 94 |
|
|
2024
Q1 | $599K | Buy |
8,935
+4,160
| +87% | +$279K | 0.26% | 91 |
|
|
2023
Q4 | $293K | Sell |
4,775
-5,663
| -54% | -$348K | 0.21% | 95 |
|
|
2023
Q3 | $610K | Buy |
10,438
+468
| +5% | +$27.4K | 0.29% | 89 |
|
|
2023
Q2 | $665K | Sell |
9,970
-336
| -3% | -$22.4K | 0.31% | 85 |
|
|
2023
Q1 | $783K | Buy |
10,306
+213
| +2% | +$16.2K | 0.37% | 84 |
|
|
2022
Q4 | $719K | Buy |
10,093
+50
| +0.5% | +$3.56K | 0.36% | 86 |
|
|
2022
Q3 | $864K | Buy |
10,043
+25
| +0.2% | +$2.15K | 0.43% | 72 |
|
|
2022
Q2 | $700K | Buy |
10,018
+150
| +2% | +$10.5K | 0.4% | 81 |
|
|
2022
Q1 | $1.14M | Buy |
9,868
+300
| +3% | +$34.7K | 0.58% | 63 |
|
|
2021
Q4 | $1.8M | Buy |
+9,568
| New | +$1.8M | 0.86% | 44 |
|
|
2021
Q2 | $2.61M | Hold |
8,968
| – | – | 1.38% | 17 |
|
|
2021
Q1 | $2.18M | Buy |
+8,968
| New | +$2.18M | 1.33% | 20 |
|
|
2020
Q3 | $1.5M | Hold |
8,618
| – | – | 1.22% | 22 |
|
|
2020
Q2 | $1.5M | Sell |
8,618
-182
| -2% | -$31.7K | 1.22% | 22 |
|
|
2020
Q1 | $668K | Buy |
8,800
+82
| +0.9% | +$6.22K | 0.64% | 56 |
|
|
2019
Q4 | $943K | Sell |
8,718
-95
| -1% | -$10.3K | 0.82% | 52 |
|
|
2019
Q3 | $913K | Buy |
8,813
+155
| +2% | +$16.1K | 0.92% | 46 |
|
|
2019
Q2 | $991K | Sell |
8,658
-175
| -2% | -$20K | 0.88% | 50 |
|
|
2019
Q1 | $917K | Sell |
8,833
-265
| -3% | -$27.5K | 0.85% | 47 |
|
|
2018
Q4 | $765K | Sell |
9,098
-367
| -4% | -$30.9K | 0.74% | 53 |
|
|
2018
Q3 | $831K | Buy |
9,465
+465
| +5% | +$40.8K | 0.69% | 55 |
|
|
2018
Q2 | $749K | Buy |
9,000
+200
| +2% | +$16.7K | 0.68% | 52 |
|
|
2018
Q1 | $668K | Buy |
+8,800
| New | +$668K | 0.64% | 56 |
|