KMWM
Keudell/Morrison Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
3,891
-7
| -0.2% | -$520 | 0.06% | 171 |
|
|
2025
Q1 | $254K | Buy |
3,898
+468
| +14% | +$30.5K | 0.06% | 183 |
|
|
2024
Q4 | $293K | Buy |
3,430
+2
| +0.1% | +$171 | 0.08% | 163 |
|
|
2024
Q3 | $267K | Buy |
+3,428
| New | +$267K | 0.07% | 173 |
|
|
2023
Q4 | – | Sell |
-5,730
| Closed | -$335K | – | 195 |
|
|
2023
Q3 | $335K | Sell |
5,730
-213
| -4% | -$12.5K | 0.1% | 132 |
|
|
2023
Q2 | $397K | Buy |
5,943
+1,553
| +35% | +$104K | 0.11% | 115 |
|
|
2023
Q1 | $333K | Buy |
4,390
+1,211
| +38% | +$92K | 0.1% | 134 |
|
|
2022
Q4 | $226K | Sell |
3,179
-1,780
| -36% | -$127K | 0.07% | 170 |
|
|
2022
Q3 | $427K | Buy |
4,959
+1,130
| +30% | +$97.3K | 0.16% | 96 |
|
|
2022
Q2 | $267K | Buy |
3,829
+133
| +4% | +$9.27K | 0.1% | 147 |
|
|
2022
Q1 | $427K | Buy |
3,696
+427
| +13% | +$49.3K | 0.18% | 109 |
|
|
2021
Q4 | $616K | Buy |
3,269
+222
| +7% | +$41.8K | 0.24% | 85 |
|
|
2021
Q3 | $793K | Buy |
3,047
+336
| +12% | +$87.4K | 0.34% | 70 |
|
|
2021
Q2 | $790K | Sell |
2,711
-315
| -10% | -$91.8K | 0.43% | 71 |
|
|
2021
Q1 | $735K | Sell |
3,026
-575
| -16% | -$140K | 0.43% | 71 |
|
|
2020
Q4 | $843K | Buy |
3,601
+27
| +0.8% | +$6.32K | 0.54% | 61 |
|
|
2020
Q3 | $704K | Sell |
3,574
-444
| -11% | -$87.5K | 0.45% | 64 |
|
|
2020
Q2 | $700K | Sell |
4,018
-98
| -2% | -$17.1K | 0.58% | 62 |
|
|
2020
Q1 | $394K | Sell |
4,116
-11
| -0.3% | -$1.05K | 0.39% | 87 |
|
|
2019
Q4 | $446K | Sell |
4,127
-235
| -5% | -$25.4K | 0.31% | 88 |
|
|
2019
Q3 | $452K | Buy |
4,362
+24
| +0.6% | +$2.49K | 0.37% | 80 |
|
|
2019
Q2 | $463K | Sell |
4,338
-1,122
| -21% | -$120K | 0.41% | 77 |
|
|
2019
Q1 | $567K | Buy |
+5,460
| New | +$567K | 0.5% | 66 |
|