Lyell Wealth Management’s PayPal PYPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,425
| Closed | -$229K | – | 182 |
|
|
2023
Q2 | $229K | Sell |
3,425
-10,677
| -76% | -$712K | 0.03% | 173 |
|
|
2023
Q1 | $1.07M | Sell |
14,102
-11,509
| -45% | -$874K | 0.15% | 103 |
|
|
2022
Q4 | $1.82M | Sell |
25,611
-51,021
| -67% | -$3.63M | 0.29% | 87 |
|
|
2022
Q3 | $6.6M | Buy |
76,632
+979
| +1% | +$84.3K | 1.12% | 29 |
|
|
2022
Q2 | $5.28M | Sell |
75,653
-1,097
| -1% | -$76.6K | 0.86% | 40 |
|
|
2022
Q1 | $8.88M | Buy |
76,750
+1,112
| +1% | +$129K | 1.14% | 30 |
|
|
2021
Q4 | $14.3M | Buy |
75,638
+2,324
| +3% | +$438K | 1.63% | 18 |
|
|
2021
Q3 | $19.1M | Sell |
73,314
-479
| -0.6% | -$125K | 2.32% | 8 |
|
|
2021
Q2 | $21.5M | Buy |
73,793
+1,475
| +2% | +$430K | 2.66% | 3 |
|
|
2021
Q1 | $17.6M | Sell |
72,318
-1,328
| -2% | -$322K | 2.56% | 3 |
|
|
2020
Q4 | $17.2M | Sell |
73,646
-1,191
| -2% | -$279K | 2.75% | 5 |
|
|
2020
Q3 | $14.7M | Buy |
74,837
+2,069
| +3% | +$408K | 2.76% | 6 |
|
|
2020
Q2 | $12.7M | Buy |
72,768
+1,092
| +2% | +$190K | 2.78% | 7 |
|
|
2020
Q1 | $6.86M | Buy |
71,676
+2,007
| +3% | +$192K | 2.05% | 8 |
|
|
2019
Q4 | $7.54M | Buy |
69,669
+418
| +0.6% | +$45.2K | 2.01% | 10 |
|
|
2019
Q3 | $7.17M | Buy |
69,251
+2,685
| +4% | +$278K | 2.16% | 8 |
|
|
2019
Q2 | $7.62M | Buy |
66,566
+1,060
| +2% | +$121K | 2.3% | 7 |
|
|
2019
Q1 | $6.8M | Buy |
65,506
+2,071
| +3% | +$215K | 2.27% | 6 |
|
|
2018
Q4 | $5.33M | Sell |
63,435
-270
| -0.4% | -$22.7K | 2.23% | 9 |
|
|
2018
Q3 | $5.6M | Buy |
63,705
+2,035
| +3% | +$179K | 1.88% | 13 |
|
|
2018
Q2 | $5.14M | Buy |
61,670
+375
| +0.6% | +$31.2K | 1.88% | 13 |
|
|
2018
Q1 | $4.65M | Buy |
61,295
+2,525
| +4% | +$192K | 1.72% | 16 |
|
|
2017
Q4 | $4.33M | Buy |
58,770
+1,735
| +3% | +$128K | 1.72% | 18 |
|
|
2017
Q3 | $3.65M | Buy |
57,035
+2,395
| +4% | +$153K | 1.58% | 22 |
|
|
2017
Q2 | $2.93M | Buy |
+54,640
| New | +$2.93M | 1.43% | 30 |
|