BTWM
Baker Tilly Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Sell |
5,156
-144
| -3% | -$10.7K | 0.14% | 157 |
|
|
2025
Q1 | $346K | Buy |
5,300
+364
| +7% | +$23.8K | 0.14% | 165 |
|
|
2024
Q4 | $421K | Buy |
4,936
+303
| +7% | +$25.9K | 0.17% | 140 |
|
|
2024
Q3 | $362K | Buy |
4,633
+706
| +18% | +$55.1K | 0.16% | 151 |
|
|
2024
Q2 | $228K | Sell |
3,927
-1,774
| -31% | -$103K | 0.09% | 242 |
|
|
2024
Q1 | $382K | Sell |
5,701
-28,351
| -83% | -$1.9M | 0.07% | 310 |
|
|
2023
Q4 | $2.09M | Sell |
34,052
-5,048
| -13% | -$310K | 0.34% | 64 |
|
|
2023
Q3 | $2.29M | Sell |
39,100
-25,944
| -40% | -$1.52M | 0.38% | 56 |
|
|
2023
Q2 | $4.34M | Buy |
65,044
+21,754
| +50% | +$1.45M | 0.46% | 47 |
|
|
2023
Q1 | $3.29M | Sell |
43,290
-1,262
| -3% | -$95.8K | 0.37% | 62 |
|
|
2022
Q4 | $3.17M | Buy |
44,552
+3,116
| +8% | +$222K | 0.39% | 67 |
|
|
2022
Q3 | $3.57M | Sell |
41,436
-2,875
| -6% | -$247K | 0.49% | 46 |
|
|
2022
Q2 | $3.1M | Buy |
44,311
+308
| +0.7% | +$21.5K | 0.41% | 59 |
|
|
2022
Q1 | $5.09M | Buy |
44,003
+25,486
| +138% | +$2.95M | 0.56% | 36 |
|
|
2021
Q4 | $3.49M | Sell |
18,517
-373
| -2% | -$70.3K | 0.37% | 54 |
|
|
2021
Q3 | $4.92M | Buy |
18,890
+3,571
| +23% | +$929K | 0.65% | 25 |
|
|
2021
Q2 | $4.47M | Buy |
15,319
+959
| +7% | +$280K | 0.72% | 21 |
|
|
2021
Q1 | $3.49M | Buy |
14,360
+2,047
| +17% | +$497K | 0.71% | 24 |
|
|
2020
Q4 | $2.88M | Buy |
+12,313
| New | +$2.88M | 0.89% | 21 |
|