FWP
Falcon Wealth Planning’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Buy |
6,295
+156
| +3% | +$11.6K | 0.05% | 105 |
|
|
2025
Q1 | $401K | Buy |
6,139
+58
| +1% | +$3.79K | 0.04% | 114 |
|
|
2024
Q4 | $519K | Buy |
6,081
+2,404
| +65% | +$205K | 0.06% | 92 |
|
|
2024
Q3 | $287K | Buy |
3,677
+46
| +1% | +$3.59K | 0.03% | 126 |
|
|
2024
Q2 | $211K | Buy |
3,631
+474
| +15% | +$27.5K | 0.03% | 131 |
|
|
2024
Q1 | $211K | Sell |
3,157
-163
| -5% | -$10.9K | 0.03% | 128 |
|
|
2023
Q4 | $204K | Buy |
+3,320
| New | +$204K | 0.04% | 127 |
|
|
2023
Q3 | – | Sell |
-3,360
| Closed | -$224K | – | 112 |
|
|
2023
Q2 | $224K | Buy |
3,360
+147
| +5% | +$9.81K | 0.05% | 99 |
|
|
2023
Q1 | $244K | Hold |
3,213
| – | – | 0.06% | 83 |
|
|
2022
Q4 | $229K | Sell |
3,213
-176
| -5% | -$12.5K | 0.07% | 86 |
|
|
2022
Q3 | $292K | Buy |
3,389
+153
| +5% | +$13.2K | 0.1% | 70 |
|
|
2022
Q2 | $226K | Sell |
3,236
-9
| -0.3% | -$629 | 0.08% | 78 |
|
|
2022
Q1 | $375K | Buy |
+3,245
| New | +$375K | 0.12% | 56 |
|