HFP
Holistic Financial Partners’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,492
| Closed | -$204K | – | 124 |
|
|
2023
Q3 | $204K | Sell |
3,492
-11
| -0.3% | -$643 | 0.14% | 98 |
|
|
2023
Q2 | $234K | Sell |
3,503
-1,334
| -28% | -$89K | 0.16% | 90 |
|
|
2023
Q1 | $367K | Buy |
4,837
+228
| +5% | +$17.3K | 0.29% | 55 |
|
|
2022
Q4 | $328K | Buy |
4,609
+251
| +6% | +$17.9K | 0.29% | 58 |
|
|
2022
Q3 | $375K | Sell |
4,358
-49
| -1% | -$4.22K | 0.37% | 43 |
|
|
2022
Q2 | $308K | Buy |
4,407
+91
| +2% | +$6.36K | 0.29% | 56 |
|
|
2022
Q1 | $499K | Buy |
4,316
+1,215
| +39% | +$140K | 0.32% | 41 |
|
|
2021
Q4 | $585K | Buy |
3,101
+607
| +24% | +$115K | 0.34% | 39 |
|
|
2021
Q3 | $649K | Buy |
2,494
+267
| +12% | +$69.5K | 0.4% | 35 |
|
|
2021
Q2 | $649K | Buy |
2,227
+90
| +4% | +$26.2K | 0.39% | 38 |
|
|
2021
Q1 | $519K | Sell |
2,137
-231
| -10% | -$56.1K | 0.34% | 42 |
|
|
2020
Q4 | $555K | Sell |
2,368
-131
| -5% | -$30.7K | 0.38% | 35 |
|
|
2020
Q3 | $492K | Buy |
2,499
+872
| +54% | +$172K | 0.39% | 36 |
|
|
2020
Q2 | $283K | Buy |
+1,627
| New | +$283K | 0.24% | 49 |
|
|
2018
Q2 | – | Sell |
-1,000
| Closed | -$76K | – | 287 |
|
|
2018
Q1 | $76K | Sell |
1,000
-160
| -14% | -$12.2K | 0.06% | 139 |
|
|
2017
Q4 | $85K | Buy |
+1,160
| New | +$85K | 0.07% | 131 |
|