SWM
Segment Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22,192
| Closed | -$1.89M | – | 288 |
|
|
2024
Q4 | $1.89M | Hold |
22,192
| – | – | 0.13% | 100 |
|
|
2024
Q3 | $1.73M | Buy |
+22,192
| New | +$1.73M | 0.12% | 106 |
|
|
2022
Q4 | – | Sell |
-10,462
| Closed | -$900K | – | 220 |
|
|
2022
Q3 | $900K | Hold |
10,462
| – | – | 0.11% | 108 |
|
|
2022
Q2 | $731K | Sell |
10,462
-9,189
| -47% | -$642K | 0.09% | 115 |
|
|
2022
Q1 | $2.27M | Buy |
19,651
+296
| +2% | +$34.2K | 0.23% | 86 |
|
|
2021
Q4 | $3.65M | Buy |
19,355
+1,744
| +10% | +$329K | 0.38% | 73 |
|
|
2021
Q3 | $4.58M | Sell |
17,611
-581
| -3% | -$151K | 0.54% | 64 |
|
|
2021
Q2 | $5.3M | Buy |
18,192
+96
| +0.5% | +$28K | 0.63% | 62 |
|
|
2021
Q1 | $4.39M | Sell |
18,096
-894
| -5% | -$217K | 0.58% | 64 |
|
|
2020
Q4 | $4.45M | Sell |
18,990
-20
| -0.1% | -$4.68K | 0.64% | 60 |
|
|
2020
Q3 | $3.75M | Buy |
19,010
+835
| +5% | +$165K | 0.61% | 62 |
|
|
2020
Q2 | $3.17M | Buy |
18,175
+660
| +4% | +$115K | 0.59% | 64 |
|
|
2020
Q1 | $1.68M | Sell |
17,515
-274
| -2% | -$26.2K | 0.37% | 73 |
|
|
2019
Q4 | $1.92M | Buy |
17,789
+616
| +4% | +$66.6K | 0.32% | 79 |
|
|
2019
Q3 | $1.78M | Hold |
17,173
| – | – | 0.35% | 75 |
|
|
2019
Q2 | $1.97M | Buy |
17,173
+330
| +2% | +$37.8K | 0.4% | 71 |
|
|
2019
Q1 | $1.75M | Sell |
16,843
-532
| -3% | -$55.2K | 0.37% | 80 |
|
|
2018
Q4 | $1.46M | Buy |
17,375
+1,650
| +10% | +$139K | 0.37% | 80 |
|
|
2018
Q3 | $1.38M | Sell |
15,725
-505
| -3% | -$44.4K | 0.3% | 89 |
|
|
2018
Q2 | $1.35M | Buy |
16,230
+193
| +1% | +$16.1K | 0.32% | 87 |
|
|
2018
Q1 | $1.22M | Buy |
16,037
+383
| +2% | +$29.1K | 0.3% | 88 |
|
|
2017
Q4 | $1.15M | Buy |
15,654
+147
| +0.9% | +$10.8K | 0.28% | 91 |
|
|
2017
Q3 | $993K | Buy |
15,507
+1,420
| +10% | +$90.9K | 0.26% | 95 |
|
|
2017
Q2 | $756K | Buy |
14,087
+7,964
| +130% | +$427K | 0.21% | 100 |
|
|
2017
Q1 | $263K | Sell |
6,123
-900
| -13% | -$38.7K | 0.09% | 150 |
|
|
2016
Q4 | $277K | Buy |
7,023
+900
| +15% | +$35.5K | 0.1% | 135 |
|
|
2016
Q3 | $251K | Sell |
6,123
-91
| -1% | -$3.73K | 0.1% | 131 |
|
|
2016
Q2 | $227K | Hold |
6,214
| – | – | 0.09% | 131 |
|
|
2016
Q1 | $240K | Buy |
6,214
+658
| +12% | +$25.4K | 0.09% | 127 |
|
|
2015
Q4 | $201K | Buy |
+5,556
| New | +$201K | 0.08% | 151 |
|