PWM
Perigon Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
17,459
-2,247
| -11% | -$167K | 0.03% | 413 |
|
|
2025
Q1 | $1.29M | Sell |
19,706
-1,600
| -8% | -$104K | 0.03% | 396 |
|
|
2024
Q4 | $1.89M | Buy |
21,306
+8,590
| +68% | +$764K | 0.05% | 317 |
|
|
2024
Q3 | $992K | Sell |
12,716
-4,831
| -28% | -$377K | 0.03% | 432 |
|
|
2024
Q2 | $1.02M | Buy |
17,547
+2,900
| +20% | +$168K | 0.03% | 375 |
|
|
2024
Q1 | $981K | Buy |
14,647
+907
| +7% | +$60.8K | 0.03% | 376 |
|
|
2023
Q4 | $844K | Sell |
13,740
-2,478
| -15% | -$152K | 0.03% | 376 |
|
|
2023
Q3 | $948K | Sell |
16,218
-9,445
| -37% | -$552K | 0.04% | 320 |
|
|
2023
Q2 | $1.71M | Buy |
25,663
+14,524
| +130% | +$969K | 0.07% | 227 |
|
|
2023
Q1 | $846K | Sell |
11,139
-1,812
| -14% | -$138K | 0.05% | 304 |
|
|
2022
Q4 | $922K | Buy |
12,951
+832
| +7% | +$59.3K | 0.06% | 281 |
|
|
2022
Q3 | $1.04M | Buy |
12,119
+2,513
| +26% | +$216K | 0.09% | 199 |
|
|
2022
Q2 | $671K | Sell |
9,606
-2,765
| -22% | -$193K | 0.06% | 276 |
|
|
2022
Q1 | $1.43M | Buy |
12,371
+63
| +0.5% | +$7.29K | 0.1% | 181 |
|
|
2021
Q4 | $2.32M | Sell |
12,308
-2,186
| -15% | -$412K | 0.17% | 116 |
|
|
2021
Q3 | $3.77M | Buy |
14,494
+1,749
| +14% | +$455K | 0.33% | 67 |
|
|
2021
Q2 | $3.72M | Buy |
12,745
+589
| +5% | +$172K | 0.33% | 64 |
|
|
2021
Q1 | $2.95M | Buy |
12,156
+1,153
| +10% | +$280K | 0.3% | 74 |
|
|
2020
Q4 | $2.58M | Buy |
11,003
+2,652
| +32% | +$621K | 0.3% | 65 |
|
|
2020
Q3 | $1.65M | Buy |
8,351
+133
| +2% | +$26.2K | 0.23% | 82 |
|
|
2020
Q2 | $1.43M | Sell |
8,218
-1,096
| -12% | -$191K | 0.23% | 85 |
|
|
2020
Q1 | $986K | Buy |
9,314
+1,959
| +27% | +$207K | 0.18% | 105 |
|
|
2019
Q4 | $810K | Buy |
7,355
+86
| +1% | +$9.47K | 0.17% | 103 |
|
|
2019
Q3 | $753K | Buy |
7,269
+7
| +0.1% | +$725 | 0.18% | 92 |
|
|
2019
Q2 | $831K | Sell |
7,262
-22
| -0.3% | -$2.52K | 0.19% | 88 |
|
|
2019
Q1 | $802K | Sell |
7,284
-989
| -12% | -$109K | 0.19% | 90 |
|
|
2018
Q4 | $779K | Sell |
8,273
-509
| -6% | -$47.9K | 0.2% | 87 |
|
|
2018
Q3 | $771K | Sell |
8,782
-2,511
| -22% | -$220K | 0.19% | 88 |
|
|
2018
Q2 | $940K | Buy |
11,293
+10,087
| +836% | +$840K | 0.28% | 78 |
|
|
2018
Q1 | $91K | Buy |
1,206
+8
| +0.7% | +$604 | 0.03% | 240 |
|
|
2017
Q4 | $88K | Sell |
1,198
-13,758
| -92% | -$1.01M | 0.03% | 218 |
|
|
2017
Q3 | $958K | Buy |
+14,956
| New | +$958K | 0.31% | 71 |
|
|
2017
Q2 | – | Sell |
-32,899
| Closed | -$1.42M | – | 617 |
|
|
2017
Q1 | $1.42M | Buy |
+32,899
| New | +$1.42M | 0.3% | 98 |
|
|
2016
Q4 | – | Sell |
-481
| Closed | -$20K | – | 747 |
|
|
2016
Q3 | $20K | Hold |
481
| – | – | 0.01% | 402 |
|
|
2016
Q2 | $18K | Buy |
+481
| New | +$18K | ﹤0.01% | 348 |
|
|
2016
Q1 | – | Sell |
-5,795
| Closed | -$210K | – | 311 |
|
|
2015
Q4 | $210K | Buy |
+5,795
| New | +$210K | 0.06% | 210 |
|