WMP
Wealth Management Partners’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,112
| Closed | -$416K | – | 124 |
|
|
2023
Q3 | $416K | Buy |
7,112
+469
| +7% | +$27.4K | 0.26% | 73 |
|
|
2023
Q2 | $443K | Sell |
6,643
-37
| -0.6% | -$2.47K | 0.28% | 67 |
|
|
2023
Q1 | $507K | Sell |
6,680
-320
| -5% | -$24.3K | 0.35% | 60 |
|
|
2022
Q4 | $464K | Hold |
7,000
| – | – | 0.39% | 56 |
|
|
2022
Q3 | $586K | Buy |
7,000
+1,000
| +17% | +$83.7K | 0.52% | 49 |
|
|
2022
Q2 | $414K | Buy |
6,000
+1,000
| +20% | +$69K | 0.36% | 57 |
|
|
2022
Q1 | $614K | Hold |
5,000
| – | – | 0.44% | 51 |
|
|
2021
Q4 | $844K | Buy |
5,000
+942
| +23% | +$159K | 0.58% | 42 |
|
|
2021
Q3 | $1.06M | Buy |
4,058
+65
| +2% | +$16.9K | 0.78% | 33 |
|
|
2021
Q2 | $1.16M | Buy |
3,993
+47
| +1% | +$13.7K | 0.81% | 31 |
|
|
2021
Q1 | $1.01M | Buy |
3,946
+482
| +14% | +$123K | 0.75% | 40 |
|
|
2020
Q4 | $835K | Buy |
+3,464
| New | +$835K | 0.65% | 43 |
|