IWA
Icon Wealth Advisors’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Buy |
4,186
+88
| +2% | +$6.54K | 0.02% | 305 |
|
|
2025
Q1 | $267K | Buy |
4,098
+113
| +3% | +$7.37K | 0.02% | 300 |
|
|
2024
Q4 | $340K | Buy |
3,985
+12
| +0.3% | +$1.02K | 0.03% | 279 |
|
|
2024
Q3 | $310K | Sell |
3,973
-2,063
| -34% | -$161K | 0.03% | 289 |
|
|
2024
Q2 | $397K | Buy |
6,036
+967
| +19% | +$63.6K | 0.04% | 241 |
|
|
2024
Q1 | $340K | Sell |
5,069
-48,509
| -91% | -$3.25M | 0.03% | 259 |
|
|
2023
Q4 | $3.29M | Buy |
+53,578
| New | +$3.29M | 0.34% | 61 |
|
|
2022
Q4 | $1.63M | Sell |
22,830
-2,958
| -11% | -$211K | 0.19% | 110 |
|
|
2022
Q3 | $2.22M | Buy |
+25,788
| New | +$2.22M | 0.27% | 87 |
|