LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08M | Sell |
54,876
-52,451
| -49% | -$3.9M | 0.04% | 95 |
|
|
2025
Q1 | $6.7M | Sell |
107,327
-108,268
| -50% | -$6.76M | 0.07% | 77 |
|
|
2024
Q4 | $19.5M | Sell |
215,595
-14,534
| -6% | -$1.31M | 0.17% | 62 |
|
|
2024
Q3 | $18.7M | Sell |
230,129
-3,933
| -2% | -$320K | 0.17% | 62 |
|
|
2024
Q2 | $14.5M | Sell |
234,062
-73,575
| -24% | -$4.55M | 0.13% | 64 |
|
|
2024
Q1 | $19.4M | Sell |
307,637
-158,852
| -34% | -$10M | 0.19% | 60 |
|
|
2023
Q4 | $28.6M | Sell |
466,489
-52,807
| -10% | -$3.24M | 0.28% | 56 |
|
|
2023
Q3 | $28.6M | Sell |
519,296
-154,683
| -23% | -$8.52M | 0.32% | 56 |
|
|
2023
Q2 | $45M | Sell |
673,979
-63,445
| -9% | -$4.23M | 0.48% | 47 |
|
|
2023
Q1 | $56M | Sell |
737,424
-35,152
| -5% | -$2.67M | 0.64% | 36 |
|
|
2022
Q4 | $55M | Sell |
772,576
-138,161
| -15% | -$9.84M | 0.68% | 36 |
|
|
2022
Q3 | $78.4M | Sell |
910,737
-138,441
| -13% | -$11.9M | 1.02% | 30 |
|
|
2022
Q2 | $73.3M | Sell |
1,049,178
-30,409
| -3% | -$2.12M | 0.9% | 30 |
|
|
2022
Q1 | $125M | Buy |
1,079,587
+78,081
| +8% | +$9.03M | 1.28% | 26 |
|
|
2021
Q4 | $189M | Buy |
1,001,506
+151,080
| +18% | +$28.5M | 1.73% | 18 |
|
|
2021
Q3 | $221M | Buy |
850,426
+86,122
| +11% | +$22.4M | 2.19% | 14 |
|
|
2021
Q2 | $223M | Buy |
764,304
+139,785
| +22% | +$40.7M | 2.26% | 14 |
|
|
2021
Q1 | $152M | Buy |
624,519
+231,571
| +59% | +$56.2M | 1.68% | 20 |
|
|
2020
Q4 | $92M | Buy |
392,948
+181,476
| +86% | +$42.5M | 1.03% | 32 |
|
|
2020
Q3 | $41.7M | Buy |
211,472
+9,272
| +5% | +$1.83M | 0.52% | 42 |
|
|
2020
Q2 | $35.2M | Buy |
202,200
+10,461
| +5% | +$1.82M | 0.49% | 41 |
|
|
2020
Q1 | $18.4M | Buy |
191,739
+17,105
| +10% | +$1.64M | 0.31% | 53 |
|
|
2019
Q4 | $18.9M | Buy |
174,634
+30,315
| +21% | +$3.28M | 0.26% | 60 |
|
|
2019
Q3 | $15M | Buy |
144,319
+91,018
| +171% | +$9.43M | 0.22% | 60 |
|
|
2019
Q2 | $6.1M | Buy |
53,301
+33,645
| +171% | +$3.85M | 0.09% | 83 |
|
|
2019
Q1 | $2.04M | Buy |
19,656
+471
| +2% | +$48.9K | 0.03% | 117 |
|
|
2018
Q4 | $1.61M | Buy |
19,185
+3,680
| +24% | +$309K | 0.03% | 122 |
|
|
2018
Q3 | $1.36M | Buy |
15,505
+860
| +6% | +$75.5K | 0.02% | 143 |
|
|
2018
Q2 | $1.22M | Buy |
14,645
+5,055
| +53% | +$421K | 0.02% | 148 |
|
|
2018
Q1 | $728K | Buy |
9,590
+3,830
| +66% | +$291K | 0.01% | 185 |
|
|
2017
Q4 | $424K | Buy |
5,760
+700
| +14% | +$51.5K | 0.01% | 212 |
|
|
2017
Q3 | $324K | Buy |
5,060
+145
| +3% | +$9.29K | 0.01% | 236 |
|
|
2017
Q2 | $288K | Sell |
4,915
-370
| -7% | -$21.7K | 0.01% | 240 |
|
|
2017
Q1 | $227K | Hold |
5,285
| – | – | ﹤0.01% | 262 |
|
|
2016
Q4 | $209K | Sell |
5,285
-2,725
| -34% | -$108K | ﹤0.01% | 261 |
|
|
2016
Q3 | $328K | Hold |
8,010
| – | – | 0.01% | 219 |
|
|
2016
Q2 | $292K | Sell |
8,010
-57
| -0.7% | -$2.08K | 0.01% | 230 |
|
|
2016
Q1 | $311K | Hold |
8,067
| – | – | 0.01% | 214 |
|
|
2015
Q4 | $292K | Buy |
+8,067
| New | +$292K | 0.01% | 235 |
|