SWM
SFG Wealth Management’s PayPal PYPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,411
| Closed | -$206K | – | 128 |
|
2024
Q4 | $206K | Buy |
+2,411
| New | +$206K | 0.11% | 96 |
|
2022
Q4 | – | Sell |
-2,625
| Closed | -$226K | – | 86 |
|
2022
Q3 | $226K | Buy |
+2,625
| New | +$226K | 0.31% | 66 |
|
2022
Q2 | – | Sell |
-2,400
| Closed | -$278K | – | 94 |
|
2022
Q1 | $278K | Sell |
2,400
-32
| -1% | -$3.71K | 0.26% | 68 |
|
2021
Q4 | $459K | Buy |
+2,432
| New | +$459K | 0.41% | 55 |
|