Kingswood 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 | $307K | Sell |
4,132
-106
| -3% | -$7.88K | 0.02% | 560 |
|
2025
Q1 | $277K | Sell |
4,238
-3,643
| -46% | -$238K | 0.03% | 573 |
|
2024
Q4 | $673K | Sell |
7,881
-3,796
| -33% | -$324K | 0.05% | 361 |
|
2024
Q3 | $911K | Buy |
11,677
+1,777
| +18% | +$139K | 0.07% | 317 |
|
2024
Q2 | $574K | Sell |
9,900
-311
| -3% | -$18K | 0.05% | 356 |
|
2024
Q1 | $684K | Sell |
10,211
-1,927
| -16% | -$129K | 0.08% | 273 |
|
2023
Q4 | $745K | Buy |
12,138
+3,964
| +48% | +$243K | 0.08% | 255 |
|
2023
Q3 | $478K | Sell |
8,174
-570
| -7% | -$33.3K | 0.08% | 254 |
|
2023
Q2 | $583K | Buy |
+8,744
| New | +$583K | 0.19% | 120 |
|