EFG
Everhart Financial Group’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Buy |
6,024
+391
| +7% | +$29.1K | 0.05% | 240 |
|
|
2025
Q1 | $368K | Buy |
5,633
+1,014
| +22% | +$66.2K | 0.05% | 255 |
|
|
2024
Q4 | $394K | Buy |
4,619
+652
| +16% | +$55.6K | 0.08% | 224 |
|
|
2024
Q3 | $310K | Buy |
+3,967
| New | +$310K | 0.07% | 260 |
|
|
2022
Q4 | – | Sell |
-4,127
| Closed | -$355K | – | 220 |
|
|
2022
Q3 | $355K | Buy |
4,127
+599
| +17% | +$51.5K | 0.2% | 104 |
|
|
2022
Q2 | $247K | Buy |
+3,528
| New | +$247K | 0.15% | 140 |
|
|
2021
Q4 | – | Sell |
-1,379
| Closed | -$359K | – | 110 |
|
|
2021
Q3 | $359K | Buy |
1,379
+304
| +28% | +$79.1K | 0.25% | 72 |
|
|
2021
Q2 | $313K | Buy |
+1,075
| New | +$313K | 0.22% | 72 |
|