JMFC
J.M. Forbes & Co’s PayPal PYPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-3,936
| Closed | -$230K | – | 129 |
|
2023
Q3 | $230K | Buy |
+3,936
| New | +$230K | 0.03% | 120 |
|
2022
Q4 | – | Sell |
-75,367
| Closed | -$6.49M | – | 111 |
|
2022
Q3 | $6.49M | Buy |
75,367
+483
| +0.6% | +$41.6K | 1.01% | 38 |
|
2022
Q2 | $5.23M | Sell |
74,884
-845
| -1% | -$59K | 0.77% | 47 |
|
2022
Q1 | $8.76M | Sell |
75,729
-1,081
| -1% | -$125K | 1.11% | 37 |
|
2021
Q4 | $14.5M | Buy |
76,810
+398
| +0.5% | +$75.1K | 1.66% | 26 |
|
2021
Q3 | $19.9M | Buy |
76,412
+739
| +1% | +$192K | 2.51% | 13 |
|
2021
Q2 | $22.1M | Sell |
75,673
-13,772
| -15% | -$4.01M | 2.78% | 10 |
|
2021
Q1 | $21.7M | Buy |
89,445
+1,945
| +2% | +$472K | 3.03% | 9 |
|
2020
Q4 | $20.5M | Buy |
87,500
+1,425
| +2% | +$334K | 3.01% | 9 |
|
2020
Q3 | $17M | Buy |
86,075
+2,319
| +3% | +$457K | 2.71% | 12 |
|
2020
Q2 | $14.6M | Buy |
83,756
+157
| +0.2% | +$27.4K | 2.6% | 14 |
|
2020
Q1 | $8M | Buy |
+83,599
| New | +$8M | 1.79% | 27 |
|