PWM
Pinnacle Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-21,838
| Closed | -$1.28M | – | 44 |
|
|
2023
Q3 | $1.28M | Buy |
21,838
+266
| +1% | +$15.6K | 1.55% | 34 |
|
|
2023
Q2 | $1.44M | Buy |
+21,572
| New | +$1.44M | 1.45% | 38 |
|
|
2022
Q4 | $1.54M | Sell |
21,674
-3,418
| -14% | -$243K | 1.86% | 31 |
|
|
2022
Q3 | $2.16M | Sell |
25,092
-204
| -0.8% | -$17.6K | 2.62% | 6 |
|
|
2022
Q2 | $1.77M | Sell |
25,296
-2,075
| -8% | -$145K | 2.48% | 17 |
|
|
2022
Q1 | $3.17M | Buy |
27,371
+9,979
| +57% | +$1.15M | 3.7% | 3 |
|
|
2021
Q4 | $3.28M | Buy |
+17,392
| New | +$3.28M | 2.81% | 8 |
|