Avantax Planning Partners’s PayPal PYPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $201K | Sell |
4,643
-240
| -5% | -$10.9K | 0.01% | 446 |
|
|
2026
Q1 | $221K | Buy |
+4,883
| New | +$236K | 0.01% | 399 |
|
|
2025
Q4 | – | Sell |
-3,030
| Closed | -$203K | – | 459 |
|
|
2025
Q3 | $203K | Buy |
3,030
+35
| +1% | +$2.47K | 0.01% | 421 |
|
|
2025
Q2 | $223K | Sell |
2,995
-317
| -10% | -$21.7K | 0.01% | 413 |
|
|
2025
Q1 | $216K | Buy |
3,312
+14
| +0.4% | +$1.09K | 0.01% | 396 |
|
|
2024
Q4 | $281K | Sell |
3,298
-82
| -2% | -$6.89K | 0.01% | 343 |
|
|
2024
Q3 | $264K | Sell |
3,380
-1,781
| -35% | -$119K | 0.01% | 360 |
|
|
2024
Q2 | $299K | Buy |
5,161
+68
| +1% | +$4.33K | 0.01% | 359 |
|
|
2024
Q1 | $341K | Buy |
+5,093
| New | +$313K | 0.01% | 340 |
|
|
2023
Q3 | – | Sell |
-3,619
| Closed | -$241K | – | 383 |
|
|
2023
Q2 | $241K | Sell |
3,619
-93
| -3% | -$6.34K | 0.01% | 330 |
|
|
2023
Q1 | $282K | Sell |
3,712
-2,999
| -45% | -$231K | 0.01% | 308 |
|
|
2022
Q4 | $478K | Buy |
6,711
+231
| +4% | +$18.5K | 0.02% | 236 |
|
|
2022
Q3 | $558K | Sell |
6,480
-6,504
| -50% | -$577K | 0.03% | 212 |
|
|
2022
Q2 | $907K | Buy |
12,984
+4,125
| +47% | +$358K | 0.04% | 167 |
|
|
2022
Q1 | $1.02M | Buy |
8,859
+2,206
| +33% | +$294K | 0.04% | 157 |
|
|
2021
Q4 | $1.25M | Buy |
6,653
+295
| +5% | +$63.8K | 0.05% | 141 |
|
|
2021
Q3 | $1.65M | Buy |
6,358
+944
| +17% | +$268K | 0.08% | 103 |
|
|
2021
Q2 | $1.58M | Sell |
5,414
-505
| -9% | -$133K | 0.07% | 101 |
|
|
2021
Q1 | $1.44M | Sell |
5,919
-421
| -7% | -$106K | 0.07% | 111 |
|
|
2020
Q4 | $1.49M | Sell |
6,340
-612
| -9% | -$127K | 0.08% | 99 |
|
|
2020
Q3 | $1.37M | Sell |
6,952
-299
| -4% | -$56.3K | 0.07% | 106 |
|
|
2020
Q2 | $1.26M | Buy |
7,251
+3,177
| +78% | +$439K | 0.07% | 110 |
|
|
2020
Q1 | $390K | Sell |
4,074
-1,484
| -27% | -$164K | 0.03% | 176 |
|
|
2019
Q4 | $601K | Buy |
5,558
+297
| +6% | +$31K | 0.04% | 154 |
|
|
2019
Q3 | $545K | Sell |
5,261
-4
| -0.1% | -$441 | 0.03% | 159 |
|
|
2019
Q2 | $616K | Buy |
5,265
+2,290
| +77% | +$254K | 0.04% | 145 |
|
|
2019
Q1 | $309K | Buy |
2,975
+49
| +2% | +$4.64K | 0.02% | 225 |
|
|
2018
Q4 | $246K | Buy |
2,926
+1,952
| +200% | +$163K | 0.02% | 225 |
|
|
2018
Q3 | $86K | Buy |
+974
| New | +$85.8K | 0.01% | 380 |
|
|
2018
Q2 | – | Sell |
-1,481
| Closed | -$111K | – | 1174 |
|
|
2018
Q1 | $111K | Buy |
+1,481
| New | +$117K | 0.01% | 392 |
|
Other funds holding PYPL
CFM
Avantax Planning Partners's PYPL Position: Q2 2026 in Review
Avantax Planning Partners reduced its PayPal (PYPL) stake by 4.9% in Q2 2026, selling an estimated $10.9K and leaving 4,643 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #446.
Avantax Planning Partners first reported a position in PYPL in Q1 2018 and has held it in 30 quarters since. The position peaked at $1.65M in Q3 2021. 1,380 funds tracked by Wall St. Rank hold PYPL as of Q2 2026.
- Avantax Planning Partners held 4,643 shares of PayPal worth $201K as of Q2 2026.
- Avantax Planning Partners sold 240 PayPal shares in Q2 2026, an estimated $10.9K.
- PayPal made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #446 holding.
- Avantax Planning Partners first reported a position in PayPal in Q1 2018 and has held it in 30 quarters since.
- Avantax Planning Partners's PayPal position peaked at $1.65M in Q3 2021.
- 1,380 funds tracked by Wall St. Rank held PayPal as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.