Icon Wealth Partners’s PayPal PYPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.86M | Sell |
31,884
-26,653
| -46% | -$1.56M | 0.21% | 85 |
|
|
2023
Q2 | $3.91M | Buy |
58,537
+27,063
| +86% | +$1.81M | 0.41% | 53 |
|
|
2023
Q1 | $2.39M | Buy |
+31,474
| New | +$2.39M | 0.26% | 84 |
|
|
2022
Q2 | $2.29M | Buy |
32,801
+1,392
| +4% | +$97.2K | 0.27% | 92 |
|
|
2022
Q1 | $3.63M | Buy |
31,409
+15,688
| +100% | +$1.81M | 0.36% | 73 |
|
|
2021
Q4 | $2.97M | Sell |
15,721
-237
| -1% | -$44.7K | 0.3% | 84 |
|
|
2021
Q3 | $4.15M | Buy |
15,958
+407
| +3% | +$106K | 0.44% | 57 |
|
|
2021
Q2 | $4.53M | Buy |
15,551
+1,322
| +9% | +$385K | 0.49% | 53 |
|
|
2021
Q1 | $3.46M | Buy |
14,229
+789
| +6% | +$192K | 0.43% | 66 |
|
|
2020
Q4 | $3.15M | Buy |
13,440
+2,385
| +22% | +$559K | 0.5% | 53 |
|
|
2020
Q3 | $2.18M | Buy |
11,055
+6,435
| +139% | +$1.27M | 0.42% | 66 |
|
|
2020
Q2 | $805K | Buy |
4,620
+909
| +24% | +$158K | 0.19% | 97 |
|
|
2020
Q1 | $355K | Buy |
3,711
+112
| +3% | +$10.7K | 0.14% | 86 |
|
|
2019
Q4 | $389K | Sell |
3,599
-134
| -4% | -$14.5K | 0.12% | 92 |
|
|
2019
Q3 | $387K | Buy |
3,733
+1,080
| +41% | +$112K | 0.13% | 88 |
|
|
2019
Q2 | $304K | Buy |
2,653
+900
| +51% | +$103K | 0.11% | 112 |
|
|
2019
Q1 | $182K | Buy |
1,753
+23
| +1% | +$2.39K | 0.07% | 161 |
|
|
2018
Q4 | $145K | Buy |
+1,730
| New | +$145K | 0.07% | 172 |
|
|
2018
Q3 | – | Sell |
-800
| Closed | -$67K | – | 620 |
|
|
2018
Q2 | $67K | Buy |
+800
| New | +$67K | 0.03% | 314 |
|
|
2018
Q1 | – | Sell |
-804
| Closed | -$59K | – | 619 |
|
|
2017
Q4 | $59K | Buy |
+804
| New | +$59K | 0.03% | 379 |
|