Marcum Wealth’s PayPal PYPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $236K | Sell |
3,622
-455
| -11% | -$29.7K | 0.02% | 332 |
|
2024
Q4 | $348K | Buy |
4,077
+438
| +12% | +$37.4K | 0.03% | 258 |
|
2024
Q3 | $284K | Buy |
+3,639
| New | +$284K | 0.03% | 299 |
|
2023
Q3 | – | Sell |
-3,261
| Closed | -$218K | – | 392 |
|
2023
Q2 | $218K | Sell |
3,261
-1,552
| -32% | -$104K | 0.03% | 317 |
|
2023
Q1 | $365K | Buy |
4,813
+862
| +22% | +$65.5K | 0.05% | 219 |
|
2022
Q4 | $281K | Sell |
3,951
-1,269
| -24% | -$90.4K | 0.04% | 253 |
|
2022
Q3 | $449K | Buy |
5,220
+2,085
| +67% | +$179K | 0.07% | 170 |
|
2022
Q2 | $219K | Buy |
3,135
+645
| +26% | +$45.1K | 0.03% | 287 |
|
2022
Q1 | $288K | Buy |
2,490
+757
| +44% | +$87.6K | 0.04% | 251 |
|
2021
Q4 | $327K | Buy |
1,733
+220
| +15% | +$41.5K | 0.05% | 234 |
|
2021
Q3 | $394K | Sell |
1,513
-7
| -0.5% | -$1.82K | 0.06% | 193 |
|
2021
Q2 | $443K | Buy |
1,520
+14
| +0.9% | +$4.08K | 0.07% | 166 |
|
2021
Q1 | $366K | Buy |
+1,506
| New | +$366K | 0.06% | 189 |
|