Capital & Planning LLC’s PayPal PYPL Stock Holding History

Capital & Planning LLC’s Portfolio PYPL Stock Details PYPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8	Closed	-$683	–	142
2024 Q4	$683	Buy	+8	New	+$673	﹤0.01%	181

Other funds holding PYPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Capital & Planning LLC's PYPL Position: Q1 2025 in Review

Capital & Planning LLC sold out of PayPal (PYPL) in Q1 2025, closing a stake of 8 shares — an estimated $683 sold.

Capital & Planning LLC first reported a position in PYPL in Q4 2024 and held it in 1 quarter. The position peaked at $683 in Q4 2024. 1,888 funds tracked by Wall St. Rank hold PYPL as of Q1 2025.

Capital & Planning LLC reported no remaining PayPal position as of Q1 2025 after selling out during the quarter.
Capital & Planning LLC sold 8 PayPal shares in Q1 2025, an estimated $683.
Capital & Planning LLC first reported a position in PayPal in Q4 2024 and held it in 1 quarter.
Capital & Planning LLC's PayPal position peaked at $683 in Q4 2024.
1,888 funds tracked by Wall St. Rank held PayPal as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.