FWM
Fairhaven Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-22,038
| Closed | -$1.9M | – | 124 |
|
|
2022
Q3 | $1.9M | Buy |
22,038
+4,766
| +28% | +$410K | 0.85% | 29 |
|
|
2022
Q2 | $1.21M | Buy |
17,272
+2,413
| +16% | +$168K | 0.57% | 35 |
|
|
2022
Q1 | $1.72M | Buy |
14,859
+2,790
| +23% | +$323K | 0.7% | 30 |
|
|
2021
Q4 | $2.28M | Sell |
12,069
-1,609
| -12% | -$303K | 0.89% | 31 |
|
|
2021
Q3 | $3.56M | Buy |
13,678
+1,059
| +8% | +$276K | 1.47% | 18 |
|
|
2021
Q2 | $3.68M | Buy |
12,619
+291
| +2% | +$84.8K | 1.47% | 15 |
|
|
2021
Q1 | $2.99M | Buy |
12,328
+1,160
| +10% | +$282K | 1.26% | 20 |
|
|
2020
Q4 | $2.62M | Buy |
11,168
+299
| +3% | +$70K | 1.15% | 20 |
|
|
2020
Q3 | $2.14M | Buy |
10,869
+469
| +5% | +$92.4K | 1.27% | 17 |
|
|
2020
Q2 | $1.81M | Buy |
10,400
+1,166
| +13% | +$203K | 1.19% | 17 |
|
|
2020
Q1 | $884K | Buy |
9,234
+1,760
| +24% | +$168K | 0.8% | 27 |
|
|
2019
Q4 | $808K | Sell |
7,474
-74
| -1% | -$8K | 0.67% | 24 |
|
|
2019
Q3 | $782K | Sell |
7,548
-41
| -0.5% | -$4.25K | 0.73% | 22 |
|
|
2019
Q2 | $869K | Sell |
7,589
-156
| -2% | -$17.9K | 0.81% | 20 |
|
|
2019
Q1 | $804K | Sell |
7,745
-593
| -7% | -$61.6K | 0.76% | 21 |
|
|
2018
Q4 | $701K | Buy |
+8,338
| New | +$701K | 0.69% | 22 |
|