Heritage Wealth Advisors’s PayPal PYPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.83K | Hold |
65
| – | – | ﹤0.01% | 464 |
|
|
2025
Q1 | $4.24K | Sell |
65
-62
| -49% | -$4.05K | ﹤0.01% | 465 |
|
|
2024
Q4 | $10.8K | Sell |
127
-509
| -80% | -$43.4K | ﹤0.01% | 436 |
|
|
2024
Q3 | $49.6K | Buy |
636
+51
| +9% | +$3.98K | ﹤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% | -$39.8K | ﹤0.01% | 334 |
|
|
2023
Q2 | $84.5K | Sell |
1,266
-44
| -3% | -$2.94K | ﹤0.01% | 268 |
|
|
2023
Q1 | $99.5K | Sell |
1,310
-161
| -11% | -$12.2K | 0.01% | 259 |
|
|
2022
Q4 | $105K | Sell |
1,471
-325
| -18% | -$23.1K | 0.01% | 261 |
|
|
2022
Q3 | $155K | Sell |
1,796
-180
| -9% | -$15.5K | 0.01% | 219 |
|
|
2022
Q2 | $138K | Sell |
1,976
-216
| -10% | -$15.1K | 0.01% | 234 |
|
|
2022
Q1 | $254K | Sell |
2,192
-136
| -6% | -$15.8K | 0.01% | 179 |
|
|
2021
Q4 | $439K | Buy |
2,328
+100
| +4% | +$18.9K | 0.02% | 145 |
|
|
2021
Q3 | $580K | Hold |
2,228
| – | – | 0.04% | 129 |
|
|
2021
Q2 | $649K | Sell |
2,228
-50
| -2% | -$14.6K | 0.04% | 120 |
|
|
2021
Q1 | $553K | Buy |
2,278
+354
| +18% | +$86K | 0.03% | 132 |
|
|
2020
Q4 | $451K | Sell |
1,924
-231
| -11% | -$54.1K | 0.03% | 136 |
|
|
2020
Q3 | $425K | Sell |
2,155
-30
| -1% | -$5.91K | 0.05% | 99 |
|
|
2020
Q2 | $381K | Sell |
2,185
-63
| -3% | -$11K | 0.05% | 98 |
|
|
2020
Q1 | $215K | Sell |
2,248
-26
| -1% | -$2.49K | 0.04% | 125 |
|
|
2019
Q4 | $246K | Buy |
2,274
+26
| +1% | +$2.81K | 0.03% | 147 |
|
|
2019
Q3 | $232K | Sell |
2,248
-90
| -4% | -$9.29K | 0.03% | 142 |
|
|
2019
Q2 | $268K | Buy |
2,338
+217
| +10% | +$24.8K | 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 | +$186K | 0.04% | 126 |
|