OWP
Obermeyer Wealth Partners’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,860
| Closed | -$204K | – | 234 |
|
|
2022
Q4 | $204K | Sell |
2,860
-281
| -9% | -$20K | 0.02% | 211 |
|
|
2022
Q3 | $270K | Buy |
+3,141
| New | +$270K | 0.02% | 161 |
|
|
2022
Q2 | – | Sell |
-197,774
| Closed | -$22.9M | – | 230 |
|
|
2022
Q1 | $22.9M | Buy |
197,774
+758
| +0.4% | +$87.7K | 1.37% | 28 |
|
|
2021
Q4 | $37.2M | Buy |
197,016
+6,348
| +3% | +$1.2M | 1.99% | 25 |
|
|
2021
Q3 | $49.6M | Buy |
190,668
+1,962
| +1% | +$511K | 2.75% | 13 |
|
|
2021
Q2 | $55M | Buy |
188,706
+2,392
| +1% | +$697K | 3.06% | 7 |
|
|
2021
Q1 | $45.2M | Buy |
186,314
+3,601
| +2% | +$874K | 2.78% | 13 |
|
|
2020
Q4 | $42.8M | Buy |
182,713
+179,181
| +5,073% | +$42M | 2.84% | 17 |
|
|
2020
Q3 | $696K | Buy |
3,532
+3
| +0.1% | +$591 | 0.05% | 66 |
|
|
2020
Q2 | $615K | Buy |
3,529
+1,267
| +56% | +$221K | 0.05% | 64 |
|
|
2020
Q1 | $217K | Buy |
+2,262
| New | +$217K | 0.02% | 111 |
|