Westwood Wealth Management’s PayPal PYPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,720
Closed -$217K 37
2023
Q3
$217K Sell
3,720
-500
-12% -$29.2K 0.14% 37
2023
Q2
$282K Sell
4,220
-815
-16% -$54.4K 0.2% 37
2023
Q1
$382K Sell
5,035
-2,050
-29% -$156K 0.34% 31
2022
Q4
$505K Buy
7,085
+200
+3% +$14.2K 0.61% 28
2022
Q3
$593K Sell
6,885
-2,877
-29% -$248K 0.53% 24
2022
Q2
$682K Sell
9,762
-5,100
-34% -$356K 0.79% 21
2022
Q1
$1.72K Sell
14,862
-13,141
-47% -$1.52K 0.67% 16
2021
Q4
$5.28M Buy
+28,003
New +$5.28M 2.25% 9