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 |
|