Congress Wealth Management’s PayPal PYPL Stock Holding History

Congress 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
2025 Q2	$4.44M	Buy	59,767 +23,949	+67%	+$1.64M	0.04%	412
2025 Q1	$2.35M	Buy	35,818 +15,095	+73%	+$1.18M	0.03%	459
2024 Q4	$1.77M	Sell	20,723 -19,665	-49%	-$1.65M	0.02%	431
2024 Q3	$3.15M	Buy	40,388 +35,163	+673%	+$2.35M	0.04%	362
2024 Q2	$303K	Sell	5,225 -1,547	-23%	-$98.4K	﹤0.01%	616
2024 Q1	$454K	Buy	+6,772	New	+$416K	0.01%	457
2023 Q2	–	Sell	-5,495	Closed	-$417K	–	569
2023 Q1	$417K	Sell	5,495 -140	-2%	-$10.8K	0.01%	438
2022 Q4	$401K	Sell	5,635 -1,265	-18%	-$101K	0.01%	435
2022 Q3	$593K	Sell	6,900 -1,184	-15%	-$105K	0.02%	386
2022 Q2	$565K	Sell	8,084 -55,194	-87%	-$4.79M	0.01%	389
2022 Q1	$7.32M	Buy	63,278 +5,214	+9%	+$694K	0.16%	172
2021 Q4	$10.9M	Buy	+58,064	New	+$12.6M	0.22%	135

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

Capital Research Global Investors

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

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

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 $62.3B AUM 26.25% 1-Year Est. Return

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