EWM
Evergreen Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
35,060
+447
| +1% | +$33.2K | 1.46% | 23 |
|
|
2025
Q1 | $2.26M | Sell |
34,613
-1,753
| -5% | -$114K | 1.35% | 26 |
|
|
2024
Q4 | $3.1M | Buy |
36,366
+1,404
| +4% | +$120K | 1.83% | 22 |
|
|
2024
Q3 | $2.73M | Buy |
34,962
+10,588
| +43% | +$826K | 1.64% | 24 |
|
|
2024
Q2 | $1.41M | Hold |
24,374
| – | – | 0.94% | 38 |
|
|
2024
Q1 | $1.63M | Hold |
24,374
| – | – | 1.11% | 32 |
|
|
2023
Q4 | $1.5M | Buy |
24,374
+5,734
| +31% | +$352K | 1.1% | 32 |
|
|
2023
Q3 | $1.09M | Buy |
+18,640
| New | +$1.09M | 0.86% | 41 |
|