EP Wealth Advisors’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
14,426
+3,311
| +30% | +$246K | 0.01% | 546 |
|
|
2025
Q1 | $725K | Buy |
11,115
+1,656
| +18% | +$108K | 0.01% | 583 |
|
|
2024
Q4 | $807K | Sell |
9,459
-247
| -3% | -$21.1K | 0.01% | 563 |
|
|
2024
Q3 | $757K | Sell |
9,706
-1,347
| -12% | -$105K | 0.01% | 570 |
|
|
2024
Q2 | $641K | Buy |
11,053
+1,075
| +11% | +$62.4K | 0.01% | 484 |
|
|
2024
Q1 | $668K | Sell |
9,978
-966
| -9% | -$64.7K | 0.01% | 451 |
|
|
2023
Q4 | $672K | Sell |
10,944
-378
| -3% | -$23.2K | 0.01% | 439 |
|
|
2023
Q3 | $662K | Sell |
11,322
-18,610
| -62% | -$1.09M | 0.01% | 406 |
|
|
2023
Q2 | $740K | Buy |
29,932
+21,437
| +252% | +$530K | 0.01% | 382 |
|
|
2023
Q1 | $1.42M | Sell |
8,495
-797
| -9% | -$133K | 0.02% | 261 |
|
|
2022
Q4 | $662K | Buy |
+9,292
| New | +$662K | 0.01% | 335 |
|
|
2022
Q3 | – | Sell |
-5,974
| Closed | -$417K | – | 558 |
|
|
2022
Q2 | $417K | Sell |
5,974
-3,105
| -34% | -$217K | 0.01% | 413 |
|
|
2022
Q1 | $1.05M | Sell |
9,079
-580
| -6% | -$67.1K | 0.02% | 267 |
|
|
2021
Q4 | $1.82M | Buy |
9,659
+158
| +2% | +$29.8K | 0.04% | 197 |
|
|
2021
Q3 | $2.47M | Buy |
9,501
+459
| +5% | +$119K | 0.07% | 149 |
|
|
2021
Q2 | $2.64M | Sell |
9,042
-15
| -0.2% | -$4.37K | 0.07% | 157 |
|
|
2021
Q1 | $2.2M | Buy |
9,057
+1,240
| +16% | +$301K | 0.07% | 159 |
|
|
2020
Q4 | $1.83M | Sell |
7,817
-43
| -0.5% | -$10.1K | 0.06% | 133 |
|
|
2020
Q3 | $1.55M | Sell |
7,860
-439
| -5% | -$86.5K | 0.07% | 128 |
|
|
2020
Q2 | $1.45M | Sell |
8,299
-458
| -5% | -$79.8K | 0.06% | 143 |
|
|
2020
Q1 | $838K | Sell |
8,757
-817
| -9% | -$78.2K | 0.04% | 189 |
|
|
2019
Q4 | $1.04M | Buy |
9,574
+1,645
| +21% | +$178K | 0.04% | 188 |
|
|
2019
Q3 | $821K | Sell |
7,929
-34
| -0.4% | -$3.52K | 0.04% | 183 |
|
|
2019
Q2 | $911K | Buy |
7,963
+2,970
| +59% | +$340K | 0.06% | 143 |
|
|
2019
Q1 | $518K | Buy |
4,993
+951
| +24% | +$98.7K | 0.05% | 165 |
|
|
2018
Q4 | $340K | Sell |
4,042
-173
| -4% | -$14.6K | 0.03% | 200 |
|
|
2018
Q3 | $370K | Buy |
+4,215
| New | +$370K | 0.03% | 199 |
|