WKWM
Walter & Keenan Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
3,548
+444
| +14% | +$33K | 0.08% | 138 |
|
|
2025
Q1 | $203K | Buy |
3,104
+202
| +7% | +$13.2K | 0.06% | 148 |
|
|
2024
Q4 | $248K | Buy |
2,902
+26
| +0.9% | +$2.22K | 0.07% | 135 |
|
|
2024
Q3 | $224K | Buy |
+2,876
| New | +$224K | 0.07% | 141 |
|
|
2023
Q3 | – | Sell |
-3,351
| Closed | -$224K | – | 144 |
|
|
2023
Q2 | $224K | Sell |
3,351
-216
| -6% | -$14.4K | 0.08% | 133 |
|
|
2023
Q1 | $271K | Sell |
3,567
-589
| -14% | -$44.7K | 0.1% | 122 |
|
|
2022
Q4 | $296K | Buy |
4,156
+19
| +0.5% | +$1.35K | 0.12% | 118 |
|
|
2022
Q3 | $356K | Buy |
4,137
+32
| +0.8% | +$2.75K | 0.15% | 108 |
|
|
2022
Q2 | $287K | Buy |
4,105
+453
| +12% | +$31.7K | 0.11% | 121 |
|
|
2022
Q1 | $422K | Buy |
3,652
+752
| +26% | +$86.9K | 0.14% | 102 |
|
|
2021
Q4 | $547K | Hold |
2,900
| – | – | 0.18% | 94 |
|
|
2021
Q3 | $755K | Buy |
2,900
+100
| +4% | +$26K | 0.26% | 82 |
|
|
2021
Q2 | $816K | Hold |
2,800
| – | – | 0.28% | 82 |
|
|
2021
Q1 | $680K | Hold |
2,800
| – | – | 0.24% | 82 |
|
|
2020
Q4 | $656K | Sell |
2,800
-100
| -3% | -$23.4K | 0.24% | 85 |
|
|
2020
Q3 | $571K | Sell |
2,900
-129
| -4% | -$25.4K | 0.23% | 86 |
|
|
2020
Q2 | $528K | Buy |
+3,029
| New | +$528K | 0.21% | 89 |
|
|
2020
Q1 | – | Sell |
-3,000
| Closed | -$325K | – | 171 |
|
|
2019
Q4 | $325K | Hold |
3,000
| – | – | 0.13% | 118 |
|
|
2019
Q3 | $311K | Hold |
3,000
| – | – | 0.12% | 125 |
|
|
2019
Q2 | $343K | Hold |
3,000
| – | – | 0.15% | 110 |
|
|
2019
Q1 | $312K | Hold |
3,000
| – | – | 0.14% | 120 |
|
|
2018
Q4 | $252K | Hold |
3,000
| – | – | 0.11% | 130 |
|
|
2018
Q3 | $264 | Hold |
3,000
| – | – | 0.08% | 137 |
|
|
2018
Q2 | $250K | Hold |
3,000
| – | – | 0.11% | 146 |
|
|
2018
Q1 | $228K | Hold |
3,000
| – | – | 0.1% | 156 |
|
|
2017
Q4 | $221K | Buy |
+3,000
| New | +$221K | 0.09% | 163 |
|