AWM
AE Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Buy |
45,032
+2,010
| +5% | +$149K | 0.02% | 427 |
|
|
2025
Q1 | $2.81M | Buy |
43,022
+11,747
| +38% | +$767K | 0.02% | 451 |
|
|
2024
Q4 | $2.67M | Sell |
31,275
-833
| -3% | -$71.1K | 0.02% | 471 |
|
|
2024
Q3 | $2.51M | Buy |
32,108
+4,585
| +17% | +$358K | 0.02% | 468 |
|
|
2024
Q2 | $1.6M | Buy |
27,523
+3,448
| +14% | +$200K | 0.02% | 584 |
|
|
2024
Q1 | $1.61M | Sell |
24,075
-162,964
| -87% | -$10.9M | 0.02% | 549 |
|
|
2023
Q4 | $11.6M | Sell |
187,039
-10,961
| -6% | -$677K | 0.06% | 364 |
|
|
2023
Q3 | $11.6M | Buy |
198,000
+462
| +0.2% | +$27K | 0.07% | 346 |
|
|
2023
Q2 | $13.2M | Buy |
197,538
+9,727
| +5% | +$649K | 0.08% | 306 |
|
|
2023
Q1 | $14.3M | Buy |
187,811
+13,681
| +8% | +$1.04M | 0.09% | 266 |
|
|
2022
Q4 | $12.4M | Sell |
174,130
-5,794
| -3% | -$413K | 0.09% | 264 |
|
|
2022
Q3 | $15.5M | Sell |
179,924
-568
| -0.3% | -$48.9K | 0.12% | 174 |
|
|
2022
Q2 | $12.6M | Buy |
180,492
+40,301
| +29% | +$2.81M | 0.1% | 220 |
|
|
2022
Q1 | $16.2M | Buy |
140,191
+41,597
| +42% | +$4.81M | 0.11% | 185 |
|
|
2021
Q4 | $18.6M | Sell |
98,594
-8,499
| -8% | -$1.6M | 0.13% | 168 |
|
|
2021
Q3 | $27.9M | Buy |
107,093
+102
| +0.1% | +$26.5K | 0.23% | 97 |
|
|
2021
Q2 | $31.2M | Buy |
106,991
+12,405
| +13% | +$3.62M | 0.27% | 84 |
|
|
2021
Q1 | $23M | Buy |
94,586
+12,394
| +15% | +$3.01M | 0.23% | 100 |
|
|
2020
Q4 | $19.2M | Buy |
82,192
+24,553
| +43% | +$5.75M | 0.22% | 104 |
|
|
2020
Q3 | $11.4M | Buy |
57,639
+11,962
| +26% | +$2.36M | 0.16% | 128 |
|
|
2020
Q2 | $7.96M | Buy |
45,677
+28,070
| +159% | +$4.89M | 0.12% | 159 |
|
|
2020
Q1 | $1.69M | Sell |
17,607
-16,898
| -49% | -$1.62M | 0.04% | 343 |
|
|
2019
Q4 | $3.73M | Buy |
34,505
+3,886
| +13% | +$420K | 0.08% | 224 |
|
|
2019
Q3 | $3.17M | Sell |
30,619
-1,247
| -4% | -$129K | 0.09% | 197 |
|
|
2019
Q2 | $3.65M | Buy |
31,866
+11,665
| +58% | +$1.34M | 0.11% | 161 |
|
|
2019
Q1 | $2.1M | Buy |
20,201
+16,338
| +423% | +$1.7M | 0.15% | 135 |
|
|
2018
Q4 | $325K | Sell |
3,863
-1,757
| -31% | -$148K | 0.06% | 330 |
|
|
2018
Q3 | $494K | Buy |
5,620
+273
| +5% | +$24K | 0.03% | 324 |
|
|
2018
Q2 | $445K | Buy |
5,347
+319
| +6% | +$26.5K | 0.03% | 275 |
|
|
2018
Q1 | $381K | Sell |
5,028
-176
| -3% | -$13.3K | 0.03% | 288 |
|
|
2017
Q4 | $383K | Buy |
5,204
+1,512
| +41% | +$111K | 0.03% | 271 |
|
|
2017
Q3 | $236K | Sell |
3,692
-47
| -1% | -$3K | 0.02% | 354 |
|
|
2017
Q2 | $201K | Buy |
+3,739
| New | +$201K | 0.02% | 360 |
|