FWM
Focused Wealth Management’s PayPal PYPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-655
| Closed | -$40.2K | – | 727 |
|
2023
Q4 | $40.2K | Hold |
655
| – | – | 0.01% | 333 |
|
2023
Q3 | $38.3K | Hold |
655
| – | – | 0.01% | 325 |
|
2023
Q2 | $43.7K | Sell |
655
-240
| -27% | -$16K | 0.01% | 326 |
|
2023
Q1 | $68K | Buy |
895
+265
| +42% | +$20.1K | 0.01% | 260 |
|
2022
Q4 | $44.9K | Sell |
630
-306
| -33% | -$21.8K | 0.01% | 321 |
|
2022
Q3 | $81K | Buy |
936
+50
| +6% | +$4.33K | 0.02% | 202 |
|
2022
Q2 | $62K | Sell |
886
-400
| -31% | -$28K | 0.01% | 259 |
|
2022
Q1 | $149K | Buy |
1,286
+110
| +9% | +$12.7K | 0.02% | 170 |
|
2021
Q4 | $222K | Buy |
1,176
+375
| +47% | +$70.8K | 0.03% | 161 |
|
2021
Q3 | $208K | Buy |
801
+140
| +21% | +$36.4K | 0.03% | 162 |
|
2021
Q2 | $193K | Buy |
661
+11
| +2% | +$3.21K | 0.03% | 171 |
|
2021
Q1 | $158K | Buy |
650
+1
| +0.2% | +$243 | 0.03% | 197 |
|
2020
Q4 | $152K | Buy |
649
+40
| +7% | +$9.37K | 0.03% | 179 |
|
2020
Q3 | $120K | Sell |
609
-60
| -9% | -$11.8K | 0.03% | 215 |
|
2020
Q2 | $117K | Sell |
669
-6
| -0.9% | -$1.05K | 0.03% | 205 |
|
2020
Q1 | $65K | Hold |
675
| – | – | 0.02% | 257 |
|
2019
Q4 | $73K | Hold |
675
| – | – | 0.02% | 282 |
|
2019
Q3 | $70K | Sell |
675
-40
| -6% | -$4.15K | 0.02% | 269 |
|
2019
Q2 | $82K | Hold |
715
| – | – | 0.02% | 269 |
|
2019
Q1 | $74K | Buy |
715
+6
| +0.8% | +$621 | 0.02% | 255 |
|
2018
Q4 | $60K | Buy |
709
+12
| +2% | +$1.02K | 0.02% | 284 |
|
2018
Q3 | $61K | Hold |
697
| – | – | 0.02% | 279 |
|
2018
Q2 | $58K | Buy |
697
+50
| +8% | +$4.16K | 0.02% | 265 |
|
2018
Q1 | $49K | Hold |
647
| – | – | 0.02% | 297 |
|
2017
Q4 | $48K | Buy |
647
+27
| +4% | +$2K | 0.02% | 302 |
|
2017
Q3 | $40K | Buy |
620
+83
| +15% | +$5.36K | 0.01% | 267 |
|
2017
Q2 | $29K | Hold |
537
| – | – | 0.01% | 340 |
|
2017
Q1 | $23K | Sell |
537
-40
| -7% | -$1.71K | 0.01% | 354 |
|
2016
Q4 | $23K | Hold |
577
| – | – | 0.01% | 358 |
|
2016
Q3 | $24K | Hold |
577
| – | – | 0.01% | 344 |
|
2016
Q2 | $21K | Hold |
577
| – | – | 0.01% | 350 |
|
2016
Q1 | $22K | Buy |
577
+510
| +761% | +$19.4K | 0.01% | 288 |
|
2015
Q4 | $2K | Hold |
67
| – | – | ﹤0.01% | 589 |
|
2015
Q3 | $2K | Buy |
+67
| New | +$2K | ﹤0.01% | 593 |
|