LGWM
Litman Gregory Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Buy |
189,081
+641
| +0.3% | +$47.6K | 1.11% | 24 |
|
|
2025
Q1 | $12.3M | Buy |
188,440
+8,919
| +5% | +$582K | 1.05% | 26 |
|
|
2024
Q4 | $15.3M | Sell |
179,521
-5,645
| -3% | -$482K | 1.33% | 19 |
|
|
2024
Q3 | $14.4M | Sell |
185,166
-11,325
| -6% | -$884K | 1.21% | 24 |
|
|
2024
Q2 | $11.4M | Buy |
196,491
+11,082
| +6% | +$643K | 1.01% | 27 |
|
|
2024
Q1 | $12.4M | Buy |
185,409
+19,806
| +12% | +$1.33M | 1.13% | 22 |
|
|
2023
Q4 | $10.2M | Buy |
165,603
+17,822
| +12% | +$1.09M | 0.96% | 24 |
|
|
2023
Q3 | $8.64M | Buy |
+147,781
| New | +$8.64M | 0.89% | 26 |
|