Marcum Wealth’s PayPal PYPL Stock Holding History

Marcum Wealth’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
2025 Q1	$236K	Sell	3,622 -455	-11%	-$35.4K	0.02%	332
2024 Q4	$348K	Buy	4,077 +438	+12%	+$36.8K	0.03%	258
2024 Q3	$284K	Buy	+3,639	New	+$243K	0.03%	299
2023 Q3	–	Sell	-3,261	Closed	-$218K	–	392
2023 Q2	$218K	Sell	3,261 -1,552	-32%	-$106K	0.03%	317
2023 Q1	$365K	Buy	4,813 +862	+22%	+$66.4K	0.05%	219
2022 Q4	$281K	Sell	3,951 -1,269	-24%	-$102K	0.04%	253
2022 Q3	$449K	Buy	5,220 +2,085	+67%	+$185K	0.07%	170
2022 Q2	$219K	Buy	3,135 +645	+26%	+$56K	0.03%	287
2022 Q1	$288K	Buy	2,490 +757	+44%	+$101K	0.04%	251
2021 Q4	$327K	Buy	1,733 +220	+15%	+$47.6K	0.05%	234
2021 Q3	$394K	Sell	1,513 -7	-0.5%	-$1.99K	0.06%	193
2021 Q2	$443K	Buy	1,520 +14	+0.9%	+$3.7K	0.07%	166
2021 Q1	$366K	Buy	+1,506	New	+$380K	0.06%	189

Other funds holding PYPL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CFM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Marcum Wealth's PYPL Position: Q1 2025 in Review

Marcum Wealth reduced its PayPal (PYPL) stake by 11% in Q1 2025, selling an estimated $35.4K and leaving 3,622 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #332.

Marcum Wealth first reported a position in PYPL in Q1 2021 and has held it in 13 quarters since. The position peaked at $449K in Q3 2022. 1,889 funds tracked by Wall St. Rank hold PYPL as of Q1 2025.

Marcum Wealth held 3,622 shares of PayPal worth $236K as of Q1 2025.
Marcum Wealth sold 455 PayPal shares in Q1 2025, an estimated $35.4K.
PayPal made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #332 holding.
Marcum Wealth first reported a position in PayPal in Q1 2021 and has held it in 13 quarters since.
Marcum Wealth's PayPal position peaked at $449K in Q3 2022.
1,889 funds tracked by Wall St. Rank held PayPal as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.