Heritage Wealth Advisors’s PayPal PYPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.81K | Hold |
65
| – | – | ﹤0.01% | 614 |
|
|
2026
Q1 | $2.94K | Hold |
65
| – | – | ﹤0.01% | 606 |
|
|
2025
Q4 | $3.79K | Hold |
65
| – | – | ﹤0.01% | 513 |
|
|
2025
Q3 | $4.36K | Hold |
65
| – | – | ﹤0.01% | 478 |
|
|
2025
Q2 | $4.83K | Hold |
65
| – | – | ﹤0.01% | 464 |
|
|
2025
Q1 | $4.24K | Sell |
65
-62
| -49% | -$4.83K | ﹤0.01% | 465 |
|
|
2024
Q4 | $10.8K | Sell |
127
-509
| -80% | -$42.8K | ﹤0.01% | 436 |
|
|
2024
Q3 | $49.6K | Buy |
636
+51
| +9% | +$3.41K | ﹤0.01% | 327 |
|
|
2024
Q2 | $33.9K | Hold |
585
| – | – | ﹤0.01% | 344 |
|
|
2024
Q1 | $39.2K | Hold |
585
| – | – | ﹤0.01% | 350 |
|
|
2023
Q4 | $35.9K | Hold |
585
| – | – | ﹤0.01% | 366 |
|
|
2023
Q3 | $34.2K | Sell |
585
-681
| -54% | -$44.3K | ﹤0.01% | 334 |
|
|
2023
Q2 | $84.5K | Sell |
1,266
-44
| -3% | -$3K | ﹤0.01% | 268 |
|
|
2023
Q1 | $99.5K | Sell |
1,310
-161
| -11% | -$12.4K | 0.01% | 259 |
|
|
2022
Q4 | $105K | Sell |
1,471
-325
| -18% | -$26K | 0.01% | 261 |
|
|
2022
Q3 | $155K | Sell |
1,796
-180
| -9% | -$16K | 0.01% | 219 |
|
|
2022
Q2 | $138K | Sell |
1,976
-216
| -10% | -$18.7K | 0.01% | 234 |
|
|
2022
Q1 | $254K | Sell |
2,192
-136
| -6% | -$18.1K | 0.01% | 179 |
|
|
2021
Q4 | $439K | Buy |
2,328
+100
| +4% | +$21.6K | 0.02% | 145 |
|
|
2021
Q3 | $580K | Hold |
2,228
| – | – | 0.04% | 129 |
|
|
2021
Q2 | $649K | Sell |
2,228
-50
| -2% | -$13.2K | 0.04% | 120 |
|
|
2021
Q1 | $553K | Buy |
2,278
+354
| +18% | +$89.4K | 0.03% | 132 |
|
|
2020
Q4 | $451K | Sell |
1,924
-231
| -11% | -$47.9K | 0.03% | 136 |
|
|
2020
Q3 | $425K | Sell |
2,155
-30
| -1% | -$5.65K | 0.05% | 99 |
|
|
2020
Q2 | $381K | Sell |
2,185
-63
| -3% | -$8.71K | 0.05% | 98 |
|
|
2020
Q1 | $215K | Sell |
2,248
-26
| -1% | -$2.87K | 0.04% | 125 |
|
|
2019
Q4 | $246K | Buy |
2,274
+26
| +1% | +$2.71K | 0.03% | 147 |
|
|
2019
Q3 | $232K | Sell |
2,248
-90
| -4% | -$9.91K | 0.03% | 142 |
|
|
2019
Q2 | $268K | Buy |
2,338
+217
| +10% | +$24.1K | 0.04% | 127 |
|
|
2019
Q1 | $220K | Hold |
2,121
| – | – | 0.04% | 124 |
|
|
2018
Q4 | $178K | Hold |
2,121
| – | – | 0.03% | 126 |
|
|
2018
Q3 | $186K | Buy |
+2,121
| New | +$187K | 0.04% | 126 |
|
Other funds holding PYPL
CFM
Heritage Wealth Advisors's PYPL Position: Q2 2026 in Review
Heritage Wealth Advisors held its PayPal (PYPL) position steady in Q2 2026 at 65 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #614.
Heritage Wealth Advisors first reported a position in PYPL in Q3 2018 and has held it in 32 quarters since. The position peaked at $649K in Q2 2021. 1,383 funds tracked by Wall St. Rank hold PYPL as of Q2 2026.
- Heritage Wealth Advisors held 65 shares of PayPal worth $2.81K as of Q2 2026.
- Heritage Wealth Advisors left its PayPal share count unchanged in Q2 2026.
- PayPal made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #614 holding.
- Heritage Wealth Advisors first reported a position in PayPal in Q3 2018 and has held it in 32 quarters since.
- Heritage Wealth Advisors's PayPal position peaked at $649K in Q2 2021.
- 1,383 funds tracked by Wall St. Rank held PayPal as of Q2 2026.
Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.