Iams Wealth Management’s PayPal PYPL Stock Holding History

Iams Wealth Management’s Portfolio PYPL Stock Details PYPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,380	Closed	-$715K	–	172
2024 Q4	$715K	Buy	+8,380	New	+$705K	0.33%	84

Other funds holding PYPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Iams Wealth Management's PYPL Position: Q1 2025 in Review

Iams Wealth Management sold out of PayPal (PYPL) in Q1 2025, closing a stake of 8,380 shares — an estimated $715K sold.

Iams Wealth Management first reported a position in PYPL in Q4 2024 and held it in 1 quarter. The position peaked at $715K in Q4 2024. 1,888 funds tracked by Wall St. Rank hold PYPL as of Q1 2025.

Iams Wealth Management reported no remaining PayPal position as of Q1 2025 after selling out during the quarter.
Iams Wealth Management sold 8,380 PayPal shares in Q1 2025, an estimated $715K.
Iams Wealth Management first reported a position in PayPal in Q4 2024 and held it in 1 quarter.
Iams Wealth Management's PayPal position peaked at $715K in Q4 2024.
1,888 funds tracked by Wall St. Rank held PayPal as of Q1 2025.

Based on Iams Wealth Management's 13F filing for Q1 2025, filed 10 Apr 2025.