OWM
Opes Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Sell |
6,043
-50
| -0.8% | -$3.72K | 0.08% | 99 |
|
|
2025
Q1 | $398K | Buy |
6,093
+45
| +0.7% | +$2.94K | 0.08% | 98 |
|
|
2024
Q4 | $516K | Buy |
6,048
+10
| +0.2% | +$854 | 0.11% | 81 |
|
|
2024
Q3 | $471K | Buy |
6,038
+10
| +0.2% | +$780 | 0.09% | 82 |
|
|
2024
Q2 | $350K | Sell |
6,028
-950
| -14% | -$55.1K | 0.07% | 98 |
|
|
2024
Q1 | $467K | Sell |
6,978
-2,835
| -29% | -$190K | 0.11% | 89 |
|
|
2023
Q4 | $603K | Sell |
9,813
-30
| -0.3% | -$1.84K | 0.14% | 71 |
|
|
2023
Q3 | $575K | Buy |
9,843
+730
| +8% | +$42.7K | 0.16% | 70 |
|
|
2023
Q2 | $608K | Sell |
9,113
-1,905
| -17% | -$127K | 0.17% | 70 |
|
|
2023
Q1 | $837K | Sell |
11,018
-1,120
| -9% | -$85.1K | 0.27% | 51 |
|
|
2022
Q4 | $864K | Sell |
12,138
-515
| -4% | -$36.7K | 0.31% | 53 |
|
|
2022
Q3 | $1.09M | Buy |
12,653
+350
| +3% | +$30.1K | 0.44% | 44 |
|
|
2022
Q2 | $859K | Sell |
12,303
-12
| -0.1% | -$838 | 0.34% | 49 |
|
|
2022
Q1 | $1.42M | Hold |
12,315
| – | – | 0.46% | 40 |
|
|
2021
Q4 | $2.32M | Buy |
12,315
+151
| +1% | +$28.5K | 0.72% | 32 |
|
|
2021
Q3 | $3.17M | Hold |
12,164
| – | – | 1.12% | 26 |
|
|
2021
Q2 | $3.55M | Buy |
12,164
+1
| +0% | +$292 | 1.31% | 26 |
|
|
2021
Q1 | $2.95M | Hold |
12,163
| – | – | 1.15% | 27 |
|
|
2020
Q4 | $2.85M | Buy |
12,163
+1,879
| +18% | +$440K | 1.37% | 24 |
|
|
2020
Q3 | $2.03M | Sell |
10,284
-813
| -7% | -$160K | 0.97% | 25 |
|
|
2020
Q2 | $1.93M | Buy |
+11,097
| New | +$1.93M | 0.99% | 25 |
|