TWMP
Taylor Wealth Management Partners’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.6M | Sell |
37,223
-2,804
| -7% | -$196K | 1.48% | 27 |
|
|
2022
Q1 | $4.63M | Sell |
40,027
-8,686
| -18% | -$1M | 1.87% | 24 |
|
|
2021
Q4 | $9.19M | Sell |
48,713
-211
| -0.4% | -$39.8K | 3.24% | 8 |
|
|
2021
Q3 | $12.7M | Sell |
48,924
-1,991
| -4% | -$518K | 4.54% | 4 |
|
|
2021
Q2 | $14.8M | Sell |
50,915
-3,017
| -6% | -$879K | 5.23% | 2 |
|
|
2021
Q1 | $13.1M | Sell |
53,932
-21,358
| -28% | -$5.19M | 4.78% | 2 |
|
|
2020
Q4 | $17.6M | Sell |
75,290
-3,842
| -5% | -$900K | 6.78% | 1 |
|
|
2020
Q3 | $15.6M | Sell |
79,132
-7,107
| -8% | -$1.4M | 7.15% | 1 |
|
|
2020
Q2 | $15M | Sell |
86,239
-20,283
| -19% | -$3.53M | 7.63% | 1 |
|
|
2020
Q1 | $10.2M | Sell |
106,522
-12,464
| -10% | -$1.19M | 6.26% | 4 |
|
|
2019
Q4 | $12.9M | Sell |
118,986
-1,955
| -2% | -$211K | 5.93% | 4 |
|
|
2019
Q3 | $12.5M | Sell |
120,941
-1,801
| -1% | -$187K | 5.86% | 5 |
|
|
2019
Q2 | $14M | Sell |
122,742
-5,385
| -4% | -$616K | 6.56% | 4 |
|
|
2019
Q1 | $13.3M | Sell |
128,127
-74
| -0.1% | -$7.68K | 6.62% | 4 |
|
|
2018
Q4 | $10.8M | Sell |
128,201
-1,473
| -1% | -$124K | 6.22% | 4 |
|
|
2018
Q3 | $11.4M | Sell |
129,674
-100
| -0.1% | -$8.78K | 4.84% | 6 |
|
|
2018
Q2 | $10.8M | Sell |
129,774
-280
| -0.2% | -$23.3K | 4.81% | 4 |
|
|
2018
Q1 | $9.87M | Sell |
130,054
-8,766
| -6% | -$665K | 4.75% | 5 |
|
|
2017
Q4 | $10.2M | Buy |
138,820
+3,308
| +2% | +$244K | 4.34% | 5 |
|
|
2017
Q3 | $8.68M | Sell |
135,512
-1,815
| -1% | -$116K | 3.87% | 7 |
|
|
2017
Q2 | $7.37M | Buy |
137,327
+37,800
| +38% | +$2.03M | 3.34% | 9 |
|
|
2017
Q1 | $4.28M | Sell |
99,527
-6,460
| -6% | -$278K | 1.94% | 23 |
|
|
2016
Q4 | $4.18M | Buy |
+105,987
| New | +$4.18M | 1.94% | 22 |
|