HWA
HCR Wealth Advisors’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,794
| Closed | -$238K | – | 234 |
|
|
2024
Q4 | $238K | Buy |
+2,794
| New | +$238K | 0.03% | 205 |
|
|
2024
Q2 | – | Sell |
-4,114
| Closed | -$276K | – | 229 |
|
|
2024
Q1 | $276K | Sell |
4,114
-1,410
| -26% | -$94.5K | 0.04% | 180 |
|
|
2023
Q4 | $339K | Buy |
5,524
+1,168
| +27% | +$71.7K | 0.05% | 148 |
|
|
2023
Q3 | $255K | Sell |
4,356
-58
| -1% | -$3.39K | 0.06% | 138 |
|
|
2023
Q2 | $295K | Hold |
4,414
| – | – | 0.05% | 140 |
|
|
2023
Q1 | $335K | Sell |
4,414
-28
| -0.6% | -$2.13K | 0.07% | 131 |
|
|
2022
Q4 | $316K | Sell |
4,442
-5,425
| -55% | -$386K | 0.07% | 134 |
|
|
2022
Q3 | $849K | Buy |
9,867
+56
| +0.6% | +$4.82K | 0.18% | 80 |
|
|
2022
Q2 | $685K | Sell |
9,811
-169
| -2% | -$11.8K | 0.14% | 99 |
|
|
2022
Q1 | $1.15M | Sell |
9,980
-692
| -6% | -$80K | 0.19% | 84 |
|
|
2021
Q4 | $2.01M | Buy |
10,672
+7,672
| +256% | +$1.45M | 0.31% | 70 |
|
|
2021
Q3 | $781K | Hold |
3,000
| – | – | 0.13% | 112 |
|
|
2021
Q2 | $874K | Buy |
3,000
+161
| +6% | +$46.9K | 0.15% | 104 |
|
|
2021
Q1 | $689K | Sell |
2,839
-114
| -4% | -$27.7K | 0.14% | 110 |
|
|
2020
Q4 | $692K | Sell |
2,953
-177
| -6% | -$41.5K | 0.14% | 101 |
|
|
2020
Q3 | $618K | Buy |
3,130
+357
| +13% | +$70.5K | 0.14% | 93 |
|
|
2020
Q2 | $491K | Sell |
2,773
-275
| -9% | -$48.7K | 0.12% | 95 |
|
|
2020
Q1 | $292K | Sell |
3,048
-250
| -8% | -$24K | 0.08% | 120 |
|
|
2019
Q4 | $357K | Buy |
3,298
+90
| +3% | +$9.74K | 0.09% | 118 |
|
|
2019
Q3 | $334K | Buy |
3,208
+360
| +13% | +$37.5K | 0.11% | 117 |
|
|
2019
Q2 | $326K | Buy |
2,848
+100
| +4% | +$11.4K | 0.09% | 122 |
|
|
2019
Q1 | $285K | Buy |
2,748
+250
| +10% | +$25.9K | 0.08% | 143 |
|
|
2018
Q4 | $210K | Buy |
2,498
+150
| +6% | +$12.6K | 0.07% | 144 |
|
|
2018
Q3 | $206K | Buy |
+2,348
| New | +$206K | 0.07% | 147 |
|