Concord Wealth Partners’s PayPal PYPL Stock Holding History

Concord Wealth Partners’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	-581	Closed	-$49.6K	–	939
2024 Q4	$49.6K	Sell	581 -19	-3%	-$1.6K	0.01%	332
2024 Q3	$46.8K	Buy	600 +19	+3%	+$1.27K	0.01%	348
2024 Q2	$33.7K	Hold	581	–	–	0.01%	357
2024 Q1	$38.9K	Sell	581 -207	-26%	-$12.7K	0.01%	392
2023 Q4	$48.4K	Sell	788 -230	-23%	-$13.2K	0.01%	362
2023 Q3	$59.5K	Buy	1,018 +106	+12%	+$6.9K	0.01%	357
2023 Q2	$60.9K	Hold	912	–	–	0.01%	336
2023 Q1	$69.3K	Sell	912 -37	-4%	-$2.85K	0.02%	303
2022 Q4	$67.6K	Buy	+949	New	+$76K	0.02%	315
2022 Q3	–	Sell	-1,061	Closed	-$74K	–	885
2022 Q2	$74K	Sell	1,061 -791	-43%	-$68.6K	0.02%	309
2022 Q1	$214K	Sell	1,852 -305	-14%	-$40.6K	0.06%	173
2021 Q4	$407K	Buy	2,157 +1,476	+217%	+$319K	0.1%	114
2021 Q3	$177K	Sell	681 -1,634	-71%	-$464K	0.07%	95
2021 Q2	$675K	Buy	2,315 +128	+6%	+$33.8K	0.19%	49
2021 Q1	$531K	Buy	2,187 +1,962	+872%	+$495K	0.18%	54
2020 Q4	$53K	Buy	+225	New	+$46.6K	0.04%	201

Other funds holding PYPL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Capital Research Global Investors

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

Geode Capital Management

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

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

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