JWM
JGP Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,471
| Closed | -$223K | – | 154 |
|
|
2022
Q3 | $223K | Buy |
+2,471
| New | +$223K | 0.05% | 138 |
|
|
2022
Q2 | – | Sell |
-7,495
| Closed | -$833K | – | 157 |
|
|
2022
Q1 | $833K | Buy |
7,495
+1,839
| +33% | +$204K | 0.15% | 84 |
|
|
2021
Q4 | $1.06M | Buy |
5,656
+848
| +18% | +$159K | 0.2% | 74 |
|
|
2021
Q3 | $1.25M | Buy |
4,808
+203
| +4% | +$52.8K | 0.27% | 65 |
|
|
2021
Q2 | $1.34M | Sell |
4,605
-303
| -6% | -$88.3K | 0.29% | 61 |
|
|
2021
Q1 | $1.19M | Buy |
4,908
+172
| +4% | +$41.8K | 0.27% | 66 |
|
|
2020
Q4 | $1.28M | Buy |
4,736
+562
| +13% | +$152K | 0.3% | 60 |
|
|
2020
Q3 | $812K | Buy |
4,174
+250
| +6% | +$48.6K | 0.22% | 73 |
|
|
2020
Q2 | $712K | Buy |
3,924
+4
| +0.1% | +$726 | 0.21% | 73 |
|
|
2020
Q1 | $412K | Buy |
3,920
+195
| +5% | +$20.5K | 0.15% | 96 |
|
|
2019
Q4 | $410K | Buy |
3,725
+40
| +1% | +$4.4K | 0.12% | 97 |
|
|
2019
Q3 | $368K | Buy |
3,685
+197
| +6% | +$19.7K | 0.13% | 96 |
|
|
2019
Q2 | $399K | Buy |
3,488
+192
| +6% | +$22K | 0.14% | 94 |
|
|
2019
Q1 | $342K | Buy |
3,296
+13
| +0.4% | +$1.35K | 0.13% | 96 |
|
|
2018
Q4 | $276K | Buy |
3,283
+100
| +3% | +$8.41K | 0.11% | 101 |
|
|
2018
Q3 | $282K | Buy |
3,183
+499
| +19% | +$44.2K | 0.11% | 103 |
|
|
2018
Q2 | $223K | Buy |
+2,684
| New | +$223K | 0.09% | 111 |
|