Lee Financial’s PayPal PYPL Stock Holding History

Lee Financial’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
2024 Q1	–	Sell	-259	Closed	-$15.9K	–	653
2023 Q4	$15.9K	Sell	259 -46	-15%	-$2.63K	﹤0.01%	354
2023 Q3	$17.8K	Hold	305	–	–	﹤0.01%	318
2023 Q2	$20.4K	Hold	305	–	–	﹤0.01%	301
2023 Q1	$23.2K	Sell	305 -40	-12%	-$3.08K	﹤0.01%	289
2022 Q4	$24.6K	Hold	345	–	–	﹤0.01%	316
2022 Q3	$30K	Sell	345 -16	-4%	-$1.42K	0.01%	285
2022 Q2	$25K	Buy	361 +136	+60%	+$11.8K	﹤0.01%	309
2022 Q1	$26K	Sell	225 -46	-17%	-$6.12K	﹤0.01%	304
2021 Q4	$51K	Buy	271 +46	+20%	+$9.95K	0.01%	255
2021 Q3	$59K	Sell	225 -11	-5%	-$3.12K	0.01%	212
2021 Q2	$69K	Buy	236 +36	+18%	+$9.51K	0.01%	208
2021 Q1	$49K	Hold	200	–	–	0.01%	234
2020 Q4	$47K	Hold	200	–	–	0.01%	216
2020 Q3	$39K	Hold	200	–	–	0.01%	259
2020 Q2	$35K	Buy	+200	New	+$27.6K	0.01%	235
2018 Q3	–	Sell	-63	Closed	-$5K	–	656
2018 Q2	$5K	Sell	63 -33	-34%	-$2.63K	﹤0.01%	617
2018 Q1	$7K	Buy	+96	New	+$7.61K	﹤0.01%	574
2017 Q3	–	Sell	-52	Closed	-$3K	–	521
2017 Q2	$3K	Buy	+52	New	+$2.56K	﹤0.01%	445

Other funds holding PYPL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Geode Capital Management

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

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return