MWC
MBM Wealth Consultants’s PayPal PYPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,295
| Closed | -$91K | – | 231 |
|
2023
Q1 | $91K | Hold |
1,295
| – | – | 0.04% | 130 |
|
2022
Q4 | $97K | Sell |
1,295
-5,386
| -81% | -$403K | 0.04% | 132 |
|
2022
Q3 | $582K | Buy |
6,681
+986
| +17% | +$85.9K | 0.28% | 41 |
|
2022
Q2 | $398K | Buy |
5,695
+521
| +10% | +$36.4K | 0.19% | 58 |
|
2022
Q1 | $598K | Buy |
5,174
+1,414
| +38% | +$163K | 0.25% | 55 |
|
2021
Q4 | $709K | Buy |
3,760
+2,978
| +381% | +$562K | 0.29% | 43 |
|
2021
Q3 | $203K | Hold |
782
| – | – | 0.09% | 101 |
|
2021
Q2 | $228K | Hold |
782
| – | – | 0.11% | 90 |
|
2021
Q1 | $190K | Buy |
782
+94
| +14% | +$22.8K | 0.1% | 90 |
|
2020
Q4 | $161K | Hold |
688
| – | – | 0.09% | 92 |
|
2020
Q3 | $136K | Hold |
688
| – | – | 0.09% | 86 |
|
2020
Q2 | $120K | Hold |
688
| – | – | 0.08% | 85 |
|
2020
Q1 | $66K | Hold |
688
| – | – | 0.05% | 98 |
|
2019
Q4 | $74K | Hold |
688
| – | – | 0.05% | 106 |
|
2019
Q3 | $71K | Hold |
688
| – | – | 0.06% | 107 |
|
2019
Q2 | $80K | Hold |
688
| – | – | 0.07% | 104 |
|
2019
Q1 | $71K | Hold |
688
| – | – | 0.06% | 106 |
|
2018
Q4 | $58K | Buy |
+688
| New | +$58K | 0.06% | 125 |
|