SWM
Selective Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Sell |
12,991
-459
| -3% | -$34.3K | 0.35% | 36 |
|
|
2025
Q1 | $842K | Sell |
13,450
-349
| -3% | -$21.8K | 0.37% | 40 |
|
|
2024
Q4 | $1.2M | Sell |
13,799
-1,925
| -12% | -$168K | 0.49% | 30 |
|
|
2024
Q3 | $1.28M | Sell |
15,724
-1,268
| -7% | -$103K | 0.53% | 30 |
|
|
2024
Q2 | $1M | Sell |
16,992
-1,862
| -10% | -$110K | 0.44% | 34 |
|
|
2024
Q1 | $1.24M | Sell |
18,854
-730
| -4% | -$48.1K | 0.54% | 29 |
|
|
2023
Q4 | $1.14M | Sell |
19,584
-2,089
| -10% | -$122K | 0.58% | 28 |
|
|
2023
Q3 | $1.27M | Sell |
21,673
-2,125
| -9% | -$124K | 0.7% | 24 |
|
|
2023
Q2 | $1.65M | Buy |
+23,798
| New | +$1.65M | 0.82% | 23 |
|
|
2022
Q4 | $2.05M | Sell |
25,873
-12,913
| -33% | -$1.02M | 1.08% | 24 |
|
|
2022
Q3 | $3.34M | Sell |
38,786
-3,955
| -9% | -$340K | 1.43% | 21 |
|
|
2022
Q2 | $2.99M | Buy |
42,741
+42,359
| +11,089% | +$2.96M | 1.06% | 23 |
|
|
2022
Q1 | $44K | Sell |
382
-70
| -15% | -$8.06K | 0.02% | 327 |
|
|
2021
Q4 | $85K | Buy |
452
+150
| +50% | +$28.2K | 0.03% | 213 |
|
|
2021
Q3 | $79K | Buy |
302
+195
| +182% | +$51K | 0.04% | 208 |
|
|
2021
Q2 | $31K | Buy |
107
+25
| +30% | +$7.24K | 0.02% | 237 |
|
|
2021
Q1 | $20K | Hold |
82
| – | – | 0.02% | 191 |
|
|
2020
Q4 | $19K | Hold |
82
| – | – | 0.01% | 190 |
|
|
2020
Q3 | $16K | Hold |
82
| – | – | 0.01% | 171 |
|
|
2020
Q2 | $14K | Hold |
82
| – | – | 0.01% | 210 |
|
|
2020
Q1 | $8K | Hold |
82
| – | – | 0.01% | 168 |
|
|
2019
Q4 | $9K | Hold |
82
| – | – | 0.01% | 172 |
|
|
2019
Q3 | $8K | Buy |
+82
| New | +$8K | 0.01% | 185 |
|