EWM
EPG Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
15,322
+4,635
| +43% | +$344K | 0.34% | 87 |
|
|
2025
Q1 | $697K | Buy |
10,687
+3,120
| +41% | +$204K | 0.19% | 137 |
|
|
2024
Q4 | $646K | Buy |
7,567
+1,384
| +22% | +$118K | 0.17% | 140 |
|
|
2024
Q3 | $482K | Buy |
+6,183
| New | +$482K | 0.12% | 171 |
|
|
2024
Q2 | – | Sell |
-5,633
| Closed | -$377K | – | 185 |
|
|
2024
Q1 | $377K | Buy |
5,633
+561
| +11% | +$37.6K | 0.09% | 191 |
|
|
2023
Q4 | $295K | Buy |
+5,072
| New | +$295K | 0.08% | 206 |
|
|
2023
Q2 | – | Sell |
-2,983
| Closed | -$226K | – | 426 |
|
|
2023
Q1 | $226K | Sell |
2,983
-59
| -2% | -$4.48K | 0.07% | 217 |
|
|
2022
Q4 | $217K | Sell |
3,042
-10,692
| -78% | -$761K | 0.08% | 201 |
|
|
2022
Q3 | $1.18M | Buy |
13,734
+1,337
| +11% | +$115K | 0.49% | 46 |
|
|
2022
Q2 | $866K | Sell |
12,397
-167
| -1% | -$11.7K | 0.37% | 63 |
|
|
2022
Q1 | $1.45M | Buy |
12,564
+1,421
| +13% | +$164K | 0.5% | 44 |
|
|
2021
Q4 | $2.1M | Buy |
11,143
+1,131
| +11% | +$213K | 0.74% | 28 |
|
|
2021
Q3 | $2.61M | Buy |
10,012
+69
| +0.7% | +$18K | 1.05% | 21 |
|
|
2021
Q2 | $2.9M | Buy |
9,943
+192
| +2% | +$56K | 1.23% | 18 |
|
|
2021
Q1 | $2.37M | Sell |
9,751
-73
| -0.7% | -$17.7K | 1.15% | 20 |
|
|
2020
Q4 | $2.3M | Buy |
9,824
+511
| +5% | +$120K | 1.38% | 16 |
|
|
2020
Q3 | $1.84M | Buy |
9,313
+1,177
| +14% | +$232K | 1.36% | 18 |
|
|
2020
Q2 | $1.42M | Sell |
8,136
-386
| -5% | -$67.3K | 1.01% | 22 |
|
|
2020
Q1 | $816K | Sell |
8,522
-143
| -2% | -$13.7K | 0.6% | 42 |
|
|
2019
Q4 | $937K | Buy |
+8,665
| New | +$937K | 0.69% | 36 |
|