Avantax Planning Partners’s PayPal PYPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
2,995
-317
| -10% | -$23.6K | 0.01% | 413 |
|
|
2025
Q1 | $216K | Buy |
3,312
+14
| +0.4% | +$914 | 0.01% | 396 |
|
|
2024
Q4 | $281K | Sell |
3,298
-82
| -2% | -$7K | 0.01% | 343 |
|
|
2024
Q3 | $264K | Sell |
3,380
-1,781
| -35% | -$139K | 0.01% | 360 |
|
|
2024
Q2 | $299K | Buy |
5,161
+68
| +1% | +$3.95K | 0.01% | 359 |
|
|
2024
Q1 | $341K | Buy |
+5,093
| New | +$341K | 0.01% | 340 |
|
|
2023
Q3 | – | Sell |
-3,619
| Closed | -$241K | – | 383 |
|
|
2023
Q2 | $241K | Sell |
3,619
-93
| -3% | -$6.21K | 0.01% | 330 |
|
|
2023
Q1 | $282K | Sell |
3,712
-2,999
| -45% | -$228K | 0.01% | 308 |
|
|
2022
Q4 | $478K | Buy |
6,711
+231
| +4% | +$16.5K | 0.02% | 236 |
|
|
2022
Q3 | $558K | Sell |
6,480
-6,504
| -50% | -$560K | 0.03% | 212 |
|
|
2022
Q2 | $907K | Buy |
12,984
+4,125
| +47% | +$288K | 0.04% | 167 |
|
|
2022
Q1 | $1.03M | Buy |
8,859
+2,206
| +33% | +$255K | 0.04% | 157 |
|
|
2021
Q4 | $1.26M | Buy |
6,653
+295
| +5% | +$55.6K | 0.05% | 141 |
|
|
2021
Q3 | $1.65M | Buy |
6,358
+944
| +17% | +$246K | 0.08% | 103 |
|
|
2021
Q2 | $1.58M | Sell |
5,414
-505
| -9% | -$147K | 0.07% | 101 |
|
|
2021
Q1 | $1.44M | Sell |
5,919
-421
| -7% | -$102K | 0.07% | 111 |
|
|
2020
Q4 | $1.49M | Sell |
6,340
-612
| -9% | -$143K | 0.08% | 99 |
|
|
2020
Q3 | $1.37M | Sell |
6,952
-299
| -4% | -$58.9K | 0.07% | 106 |
|
|
2020
Q2 | $1.26M | Buy |
7,251
+3,177
| +78% | +$553K | 0.07% | 110 |
|
|
2020
Q1 | $390K | Sell |
4,074
-1,484
| -27% | -$142K | 0.03% | 176 |
|
|
2019
Q4 | $601K | Buy |
5,558
+297
| +6% | +$32.1K | 0.04% | 154 |
|
|
2019
Q3 | $545K | Sell |
5,261
-4
| -0.1% | -$414 | 0.03% | 159 |
|
|
2019
Q2 | $616K | Buy |
5,265
+2,290
| +77% | +$268K | 0.04% | 145 |
|
|
2019
Q1 | $309K | Buy |
2,975
+49
| +2% | +$5.09K | 0.02% | 225 |
|
|
2018
Q4 | $246K | Buy |
2,926
+1,952
| +200% | +$164K | 0.02% | 225 |
|
|
2018
Q3 | $86K | Buy |
+974
| New | +$86K | 0.01% | 380 |
|
|
2018
Q2 | – | Sell |
-1,481
| Closed | -$111K | – | 1168 |
|
|
2018
Q1 | $111K | Buy |
+1,481
| New | +$111K | 0.01% | 392 |
|