WJWM
Williams Jones Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
3,370
+270
| +9% | +$20.1K | ﹤0.01% | 446 |
|
|
2025
Q1 | $202K | Hold |
3,100
| – | – | ﹤0.01% | 459 |
|
|
2024
Q4 | $265K | Sell |
3,100
-6
| -0.2% | -$512 | ﹤0.01% | 428 |
|
|
2024
Q3 | $242K | Buy |
+3,106
| New | +$242K | ﹤0.01% | 463 |
|
|
2024
Q2 | – | Sell |
-3,353
| Closed | -$225K | – | 548 |
|
|
2024
Q1 | $225K | Sell |
3,353
-14,057
| -81% | -$942K | ﹤0.01% | 479 |
|
|
2023
Q4 | $1.07M | Sell |
17,410
-52,632
| -75% | -$3.23M | 0.02% | 250 |
|
|
2023
Q3 | $4.09M | Sell |
70,042
-4,356
| -6% | -$255K | 0.06% | 134 |
|
|
2023
Q2 | $4.96M | Sell |
74,398
-59,000
| -44% | -$3.94M | 0.07% | 134 |
|
|
2023
Q1 | $10.1M | Sell |
133,398
-61,699
| -32% | -$4.69M | 0.16% | 101 |
|
|
2022
Q4 | $13.9M | Sell |
195,097
-44,187
| -18% | -$3.15M | 0.23% | 81 |
|
|
2022
Q3 | $20.6M | Sell |
239,284
-60,207
| -20% | -$5.18M | 0.36% | 61 |
|
|
2022
Q2 | $20.9M | Sell |
299,491
-64,699
| -18% | -$4.52M | 0.34% | 62 |
|
|
2022
Q1 | $42.1M | Sell |
364,190
-11,359
| -3% | -$1.31M | 0.59% | 40 |
|
|
2021
Q4 | $70.8M | Buy |
375,549
+12,886
| +4% | +$2.43M | 0.88% | 32 |
|
|
2021
Q3 | $94.4M | Buy |
362,663
+6,289
| +2% | +$1.64M | 1.32% | 26 |
|
|
2021
Q2 | $104M | Buy |
356,374
+4,094
| +1% | +$1.19M | 1.45% | 22 |
|
|
2021
Q1 | $85.5M | Buy |
352,280
+1,843
| +0.5% | +$448K | 1.34% | 28 |
|
|
2020
Q4 | $82.1M | Buy |
350,437
+21,277
| +6% | +$4.98M | 1.34% | 27 |
|
|
2020
Q3 | $64.9M | Sell |
329,160
-1,676
| -0.5% | -$330K | 1.2% | 28 |
|
|
2020
Q2 | $57.6M | Sell |
330,836
-286,879
| -46% | -$50M | 1.18% | 28 |
|
|
2020
Q1 | $59.1M | Sell |
617,715
-79,740
| -11% | -$7.63M | 1.54% | 24 |
|
|
2019
Q4 | $75.4M | Sell |
697,455
-22,082
| -3% | -$2.39M | 1.44% | 26 |
|
|
2019
Q3 | $74.5M | Buy |
+719,537
| New | +$74.5M | 1.53% | 19 |
|