CSWM
PYPL icon

Cassady Schiller Wealth Management’s PayPal PYPL Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$7.42K Buy
87
+51
+142% +$4.29K ﹤0.01% 369
2024
Q3 		$2.81K Hold
36
– – ﹤0.01% 379
2024
Q2 		$2.09K Sell
36
-195
-84% -$12.4K ﹤0.01% 394
2024
Q1 		$15.5K Hold
231
– – 0.01% 310
2023
Q4 		$14.2K Hold
231
– – 0.01% 306
2023
Q3 		$13.5K Hold
231
– – 0.01% 309
2023
Q2 		$15.4K Hold
231
– – 0.01% 301
2023
Q1 		$17.5K Hold
231
– – 0.01% 280
2022
Q4 		$16.5K Buy
+231
New +$18.5K 0.01% 282
2022
Q1 		– Sell
-234
Closed -$44K – 478
2021
Q4 		$44K Buy
+234
New +$50.6K 0.03% 210

Other funds holding PYPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM