WealthPLAN Partners’s PayPal PYPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,817
| Closed | -$121K | – | 936 |
|
|
2023
Q2 | $121K | Sell |
1,817
-2,246
| -55% | -$150K | 0.02% | 367 |
|
|
2023
Q1 | $309K | Sell |
4,063
-238
| -6% | -$18.1K | 0.04% | 249 |
|
|
2022
Q4 | $332K | Buy |
+4,301
| New | +$332K | 0.02% | 297 |
|
|
2022
Q1 | $475K | Buy |
5,405
+661
| +14% | +$58.1K | 0.03% | 257 |
|
|
2021
Q4 | $816K | Sell |
4,744
-55
| -1% | -$9.46K | 0.05% | 194 |
|
|
2021
Q3 | $917K | Buy |
4,799
+148
| +3% | +$28.3K | 0.06% | 174 |
|
|
2021
Q2 | $1.29M | Sell |
4,651
-64
| -1% | -$17.7K | 0.09% | 132 |
|
|
2021
Q1 | $1.18M | Sell |
4,715
-177
| -4% | -$44.3K | 0.09% | 131 |
|
|
2020
Q4 | $1.32M | Sell |
4,892
-50
| -1% | -$13.5K | 0.11% | 119 |
|
|
2020
Q3 | $935K | Sell |
4,942
-15
| -0.3% | -$2.84K | 0.09% | 132 |
|
|
2020
Q2 | $957K | Buy |
4,957
+36
| +0.7% | +$6.95K | 0.1% | 122 |
|
|
2020
Q1 | $711K | Buy |
4,921
+1,374
| +39% | +$199K | 0.09% | 125 |
|
|
2019
Q4 | $420K | Buy |
3,547
+103
| +3% | +$12.2K | 0.05% | 172 |
|
|
2019
Q3 | $352K | Buy |
3,444
+185
| +6% | +$18.9K | 0.05% | 170 |
|
|
2019
Q2 | $345K | Buy |
3,259
+136
| +4% | +$14.4K | 0.05% | 169 |
|
|
2019
Q1 | $348K | Hold |
3,123
| – | – | 0.05% | 186 |
|
|
2018
Q4 | $297K | Sell |
3,123
-851
| -21% | -$80.9K | 0.05% | 195 |
|
|
2018
Q3 | $309K | Sell |
3,974
-705
| -15% | -$54.8K | 0.06% | 185 |
|
|
2018
Q2 | $389K | Sell |
4,679
-6
| -0.1% | -$499 | 0.08% | 169 |
|
|
2018
Q1 | $355K | Buy |
4,685
+858
| +22% | +$65K | 0.08% | 182 |
|
|
2017
Q4 | $282K | Sell |
3,827
-20
| -0.5% | -$1.47K | 0.08% | 164 |
|
|
2017
Q3 | $246K | Buy |
+3,847
| New | +$246K | 0.07% | 163 |
|
|
2016
Q3 | $31.3K | Sell |
768
-2,664
| -78% | -$109K | 0.01% | 408 |
|
|
2016
Q2 | $100K | Buy |
+3,432
| New | +$100K | 0.01% | 611 |
|
|
2015
Q4 | $113K | Buy |
+4,068
| New | +$113K | 0.02% | 382 |
|