LWM
Lodestone Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,636
| Closed | -$225K | – | 158 |
|
|
2024
Q4 | $225K | Sell |
2,636
-100
| -4% | -$8.54K | 0.11% | 139 |
|
|
2024
Q3 | $213K | Buy |
+2,736
| New | +$213K | 0.11% | 143 |
|
|
2023
Q3 | – | Sell |
-3,297
| Closed | -$220K | – | 134 |
|
|
2023
Q2 | $220K | Sell |
3,297
-45
| -1% | -$3K | 0.15% | 126 |
|
|
2023
Q1 | $254K | Sell |
3,342
-100
| -3% | -$7.59K | 0.2% | 115 |
|
|
2022
Q4 | $245K | Buy |
+3,442
| New | +$245K | 0.2% | 109 |
|