CWS Financial Advisors’s PayPal PYPL Stock Holding History

CWS Financial Advisors’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 Q3	–	Sell	-2,757	Closed	-$205K	–	144
2025 Q2	$205K	Buy	+2,757	New	+$189K	0.06%	132
2025 Q1	–	Sell	-2,948	Closed	-$252K	–	133
2024 Q4	$252K	Hold	2,948	–	–	0.08%	105
2024 Q3	$230K	Buy	+2,948	New	+$197K	0.08%	109
2023 Q1	–	Sell	-1,381	Closed	-$335K	–	158
2022 Q4	$335K	Buy	+1,381	New	+$111K	0.14%	99
2022 Q3	–	Sell	-2,055	Closed	-$144K	–	160
2022 Q2	$144K	Sell	2,055 -108	-5%	-$9.37K	0.07%	148
2022 Q1	$250K	Buy	2,163 +715	+49%	+$95.2K	0.09%	130
2021 Q4	$273K	Buy	+1,448	New	+$313K	0.1%	125
2021 Q2	$403K	Hold	1,381	–	–	0.16%	94
2021 Q1	$335K	Buy	1,381 +62	+5%	+$15.7K	0.14%	99
2020 Q4	$309K	Buy	1,319 +17	+1%	+$3.52K	0.18%	98
2020 Q3	$257K	Sell	1,302 -20	-2%	-$3.77K	0.17%	101
2020 Q2	$230K	Buy	+1,322	New	+$183K	0.17%	111

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

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

CWS Financial Advisors's PYPL Position: Q3 2025 in Review

CWS Financial Advisors sold out of PayPal (PYPL) in Q3 2025, closing a stake of 2,757 shares — an estimated $205K sold.

CWS Financial Advisors first reported a position in PYPL in Q2 2020 and held it in 12 quarters. The position peaked at $403K in Q2 2021. 1,782 funds tracked by Wall St. Rank hold PYPL as of Q3 2025.

CWS Financial Advisors reported no remaining PayPal position as of Q3 2025 after selling out during the quarter.
CWS Financial Advisors sold 2,757 PayPal shares in Q3 2025, an estimated $205K.
CWS Financial Advisors first reported a position in PayPal in Q2 2020 and held it in 12 quarters.
CWS Financial Advisors's PayPal position peaked at $403K in Q2 2021.
1,782 funds tracked by Wall St. Rank held PayPal as of Q3 2025.

Based on CWS Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.