PWAG
Polaris Wealth Advisory Group’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18,287
| Closed | -$1.44M | – | 185 |
|
|
2022
Q4 | $1.44M | Sell |
18,287
-148,718
| -89% | -$11.7M | 0.11% | 104 |
|
|
2022
Q3 | $14.1M | Buy |
167,005
+141,892
| +565% | +$12M | 1.17% | 29 |
|
|
2022
Q2 | $1.75M | Buy |
+25,113
| New | +$1.75M | 0.14% | 78 |
|
|
2021
Q4 | – | Sell |
-829
| Closed | -$218K | – | 193 |
|
|
2021
Q3 | $218K | Sell |
829
-30,991
| -97% | -$8.15M | 0.01% | 159 |
|
|
2021
Q2 | $9.2M | Buy |
31,820
+789
| +3% | +$228K | 0.55% | 55 |
|
|
2021
Q1 | $8.28M | Buy |
31,031
+5,573
| +22% | +$1.49M | 0.53% | 59 |
|
|
2020
Q4 | $6.17M | Buy |
25,458
+5,378
| +27% | +$1.3M | 0.46% | 67 |
|
|
2020
Q3 | $3.95M | Buy |
+20,080
| New | +$3.95M | 0.37% | 73 |
|
|
2018
Q4 | – | Sell |
-795
| Closed | -$70K | – | 374 |
|
|
2018
Q3 | $70K | Buy |
+795
| New | +$70K | ﹤0.01% | 222 |
|
|
2018
Q2 | – | Sell |
-795
| Closed | -$60K | – | 384 |
|
|
2018
Q1 | $60K | Buy |
+795
| New | +$60K | ﹤0.01% | 207 |
|