EWM
Evercore Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,984
| Closed | -$601K | – | 406 |
|
|
2022
Q3 | $601K | Buy |
6,984
+25
| +0.4% | +$2.15K | 0.01% | 243 |
|
|
2022
Q2 | $486K | Sell |
6,959
-201
| -3% | -$14K | 0.01% | 260 |
|
|
2022
Q1 | $828K | Sell |
7,160
-1,719
| -19% | -$199K | 0.01% | 244 |
|
|
2021
Q4 | $1.68M | Sell |
8,879
-1,264
| -12% | -$238K | 0.03% | 179 |
|
|
2021
Q3 | $2.64M | Sell |
10,143
-400
| -4% | -$104K | 0.05% | 149 |
|
|
2021
Q2 | $3.07M | Sell |
10,543
-427
| -4% | -$124K | 0.06% | 139 |
|
|
2021
Q1 | $2.66M | Buy |
10,970
+127
| +1% | +$30.8K | 0.05% | 148 |
|
|
2020
Q4 | $2.54M | Buy |
10,843
+1,223
| +13% | +$286K | 0.05% | 139 |
|
|
2020
Q3 | $1.9M | Buy |
9,620
+274
| +3% | +$54K | 0.05% | 150 |
|
|
2020
Q2 | $1.63M | Buy |
9,346
+88
| +1% | +$15.3K | 0.04% | 159 |
|
|
2020
Q1 | $887K | Sell |
9,258
-5,150
| -36% | -$493K | 0.03% | 191 |
|
|
2019
Q4 | $1.56M | Buy |
14,408
+3,200
| +29% | +$346K | 0.04% | 175 |
|
|
2019
Q3 | $1.16M | Buy |
11,208
+938
| +9% | +$97.2K | 0.03% | 188 |
|
|
2019
Q2 | $1.18M | Buy |
10,270
+75
| +0.7% | +$8.59K | 0.04% | 191 |
|
|
2019
Q1 | $1.06M | Buy |
10,195
+2,298
| +29% | +$239K | 0.03% | 195 |
|
|
2018
Q4 | $664K | Buy |
7,897
+333
| +4% | +$28K | 0.03% | 224 |
|
|
2018
Q3 | $664K | Buy |
7,564
+267
| +4% | +$23.4K | 0.02% | 247 |
|
|
2018
Q2 | $608K | Buy |
+7,297
| New | +$608K | 0.02% | 252 |
|
|
2018
Q1 | – | Sell |
-2,895
| Closed | -$213K | – | 690 |
|
|
2017
Q4 | $213K | Buy |
2,895
+1,235
| +74% | +$90.9K | 0.01% | 356 |
|
|
2017
Q3 | $106K | Hold |
1,660
| – | – | ﹤0.01% | 453 |
|
|
2017
Q2 | $89K | Sell |
1,660
-1,235
| -43% | -$66.2K | ﹤0.01% | 491 |
|
|
2017
Q1 | $125K | Sell |
2,895
-885
| -23% | -$38.2K | ﹤0.01% | 437 |
|
|
2016
Q4 | $149K | Sell |
3,780
-570
| -13% | -$22.5K | 0.01% | 427 |
|
|
2016
Q3 | $178K | Sell |
4,350
-90
| -2% | -$3.68K | 0.01% | 394 |
|
|
2016
Q2 | $162K | Sell |
4,440
-625
| -12% | -$22.8K | 0.01% | 393 |
|
|
2016
Q1 | $196K | Hold |
5,065
| – | – | 0.01% | 357 |
|
|
2015
Q4 | $184K | Buy |
5,065
+2,534
| +100% | +$92.1K | 0.01% | 384 |
|
|
2015
Q3 | $77K | Buy |
+2,531
| New | +$77K | ﹤0.01% | 526 |
|