BWG
Beta Wealth Group’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Buy |
7,700
+100
| +1% | +$7.43K | 0.21% | 64 |
|
|
2025
Q1 | $496K | Hold |
7,600
| – | – | 0.18% | 70 |
|
|
2024
Q4 | $649K | Sell |
7,600
-100
| -1% | -$8.54K | 0.29% | 54 |
|
|
2024
Q3 | $601K | Buy |
7,700
+300
| +4% | +$23.4K | 0.27% | 62 |
|
|
2024
Q2 | $429K | Sell |
7,400
-24,282
| -77% | -$1.41M | 0.2% | 78 |
|
|
2024
Q1 | $2.12M | Buy |
31,682
+464
| +1% | +$31.1K | 1.03% | 30 |
|
|
2023
Q4 | $1.92M | Buy |
31,218
+853
| +3% | +$52.4K | 1.01% | 30 |
|
|
2023
Q3 | $1.78M | Buy |
30,365
+5,538
| +22% | +$324K | 1.05% | 30 |
|
|
2023
Q2 | $1.66M | Buy |
24,827
+1,096
| +5% | +$73.1K | 0.96% | 30 |
|
|
2023
Q1 | $1.8M | Buy |
23,731
+6,425
| +37% | +$488K | 1.03% | 30 |
|
|
2022
Q4 | $1.23M | Buy |
17,306
+1,011
| +6% | +$72K | 0.83% | 33 |
|
|
2022
Q3 | $1.4M | Buy |
16,295
+85
| +0.5% | +$7.32K | 1.01% | 32 |
|
|
2022
Q2 | $1.13M | Buy |
16,210
+6,959
| +75% | +$486K | 0.76% | 39 |
|
|
2022
Q1 | $1.07M | Buy |
9,251
+3,334
| +56% | +$386K | 0.72% | 37 |
|
|
2021
Q4 | $1.54M | Hold |
5,917
| – | – | 1.11% | 27 |
|
|
2021
Q3 | $1.54M | Sell |
5,917
-568
| -9% | -$148K | 1.11% | 27 |
|
|
2021
Q2 | $1.89M | Buy |
6,485
+396
| +7% | +$115K | 1.32% | 28 |
|
|
2021
Q1 | $1.48M | Buy |
+6,089
| New | +$1.48M | 1.08% | 30 |
|