PWP
Private Wealth Partners’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Buy |
3,990
+50
| +1% | +$3.72K | 0.02% | 141 |
|
|
2025
Q1 | $257K | Hold |
3,940
| – | – | 0.02% | 146 |
|
|
2024
Q4 | $336K | Hold |
3,940
| – | – | 0.03% | 145 |
|
|
2024
Q3 | $307K | Hold |
3,940
| – | – | 0.02% | 149 |
|
|
2024
Q2 | $229K | Buy |
3,940
+100
| +3% | +$5.8K | 0.02% | 151 |
|
|
2024
Q1 | $257K | Hold |
3,840
| – | – | 0.02% | 144 |
|
|
2023
Q4 | $236K | Sell |
3,840
-362
| -9% | -$22.2K | 0.02% | 151 |
|
|
2023
Q3 | $246K | Sell |
4,202
-1,735
| -29% | -$101K | 0.02% | 137 |
|
|
2023
Q2 | $396K | Sell |
5,937
-50
| -0.8% | -$3.34K | 0.04% | 113 |
|
|
2023
Q1 | $455K | Buy |
+5,987
| New | +$455K | 0.05% | 109 |
|
|
2022
Q2 | – | Sell |
-49,414
| Closed | -$5.72M | – | 82 |
|
|
2022
Q1 | $5.72M | Sell |
49,414
-38,610
| -44% | -$4.47M | 0.51% | 40 |
|
|
2021
Q4 | $16.6M | Sell |
88,024
-1,160
| -1% | -$219K | 1.4% | 23 |
|
|
2021
Q3 | $23.2M | Buy |
89,184
+343
| +0.4% | +$89.3K | 2.16% | 14 |
|
|
2021
Q2 | $25.9M | Sell |
88,841
-986
| -1% | -$287K | 2.4% | 12 |
|
|
2021
Q1 | $21.8M | Sell |
89,827
-2,178
| -2% | -$529K | 2.31% | 14 |
|
|
2020
Q4 | $21.5M | Sell |
92,005
-286
| -0.3% | -$67K | 2.34% | 13 |
|
|
2020
Q3 | $18.2M | Buy |
92,291
+10,143
| +12% | +$2M | 2.13% | 14 |
|
|
2020
Q2 | $14.3M | Sell |
82,148
-1,329
| -2% | -$232K | 1.96% | 15 |
|
|
2020
Q1 | $7.99M | Sell |
83,477
-2,853
| -3% | -$273K | 1.35% | 23 |
|
|
2019
Q4 | $9.34M | Buy |
86,330
+10,706
| +14% | +$1.16M | 1.27% | 25 |
|
|
2019
Q3 | $7.83M | Buy |
75,624
+1,257
| +2% | +$130K | 1.22% | 24 |
|
|
2019
Q2 | $8.51M | Sell |
74,367
-481
| -0.6% | -$55.1K | 1.31% | 25 |
|
|
2019
Q1 | $7.77M | Buy |
74,848
+11,788
| +19% | +$1.22M | 1.28% | 25 |
|
|
2018
Q4 | $5.3M | Buy |
63,060
+56,210
| +821% | +$4.73M | 1.03% | 29 |
|
|
2018
Q3 | $602K | Sell |
6,850
-600
| -8% | -$52.7K | 0.09% | 82 |
|
|
2018
Q2 | $620K | Sell |
7,450
-2,300
| -24% | -$191K | 0.1% | 82 |
|
|
2018
Q1 | $740K | Buy |
9,750
+3,900
| +67% | +$296K | 0.13% | 82 |
|
|
2017
Q4 | $431K | Buy |
+5,850
| New | +$431K | 0.08% | 97 |
|
|
2017
Q2 | – | Sell |
-36,769
| Closed | -$1.58M | – | 116 |
|
|
2017
Q1 | $1.58M | Sell |
36,769
-1,931
| -5% | -$83.1K | 0.35% | 55 |
|
|
2016
Q4 | $1.53M | Sell |
38,700
-5,650
| -13% | -$223K | 0.36% | 51 |
|
|
2016
Q3 | $1.82M | Sell |
44,350
-50,400
| -53% | -$2.06M | 0.44% | 49 |
|
|
2016
Q2 | $3.46M | Buy |
94,750
+4,000
| +4% | +$146K | 0.83% | 39 |
|
|
2016
Q1 | $3.5M | Sell |
90,750
-3,200
| -3% | -$124K | 0.84% | 38 |
|
|
2015
Q4 | $3.4M | Buy |
93,950
+58,850
| +168% | +$2.13M | 0.79% | 39 |
|
|
2015
Q3 | $1.09M | Buy |
+35,100
| New | +$1.09M | 0.27% | 69 |
|