MSFP
Mark Sheptoff Financial Planning’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Buy |
7,161
+39
| +0.5% | +$2.9K | 0.28% | 54 |
|
|
2025
Q1 | $465K | Sell |
7,122
-300
| -4% | -$19.6K | 0.26% | 58 |
|
|
2024
Q4 | $633K | Sell |
7,422
-210
| -3% | -$17.9K | 0.34% | 50 |
|
|
2024
Q3 | $596K | Hold |
7,632
| – | – | 0.32% | 51 |
|
|
2024
Q2 | $443K | Sell |
7,632
-200
| -3% | -$11.6K | 0.25% | 58 |
|
|
2024
Q1 | $525K | Hold |
7,832
| – | – | 0.29% | 54 |
|
|
2023
Q4 | $481K | Sell |
7,832
-535
| -6% | -$32.9K | 0.29% | 51 |
|
|
2023
Q3 | $489K | Sell |
8,367
-150
| -2% | -$8.77K | 0.31% | 49 |
|
|
2023
Q2 | $568K | Hold |
8,517
| – | – | 0.32% | 50 |
|
|
2023
Q1 | $647K | Sell |
8,517
-500
| -6% | -$38K | 0.38% | 47 |
|
|
2022
Q4 | $642K | Sell |
9,017
-800
| -8% | -$57K | 0.38% | 46 |
|
|
2022
Q3 | $845K | Sell |
9,817
-925
| -9% | -$79.6K | 0.51% | 42 |
|
|
2022
Q2 | $750K | Sell |
10,742
-2,805
| -21% | -$196K | 0.43% | 43 |
|
|
2022
Q1 | $1.57M | Sell |
13,547
-155
| -1% | -$17.9K | 0.79% | 26 |
|
|
2021
Q4 | $2.58M | Sell |
13,702
-15
| -0.1% | -$2.83K | 1.23% | 17 |
|
|
2021
Q3 | $3.57M | Sell |
13,717
-600
| -4% | -$156K | 1.96% | 11 |
|
|
2021
Q2 | $4.17M | Buy |
14,317
+205
| +1% | +$59.8K | 2.24% | 11 |
|
|
2021
Q1 | $3.43M | Sell |
14,112
-75
| -0.5% | -$18.2K | 1.97% | 11 |
|
|
2020
Q4 | $3.32M | Buy |
14,187
+200
| +1% | +$46.8K | 1.89% | 11 |
|
|
2020
Q3 | $2.76M | Buy |
13,987
+400
| +3% | +$78.8K | 1.7% | 13 |
|
|
2020
Q2 | $2.37M | Sell |
13,587
-168
| -1% | -$29.3K | 1.54% | 17 |
|
|
2020
Q1 | $1.32M | Sell |
13,755
-100
| -0.7% | -$9.58K | 1% | 25 |
|
|
2019
Q4 | $1.5M | Hold |
13,855
| – | – | 0.94% | 27 |
|
|
2019
Q3 | $1.44M | Buy |
13,855
+105
| +0.8% | +$10.9K | 0.97% | 27 |
|
|
2019
Q2 | $1.57M | Sell |
13,750
-100
| -0.7% | -$11.4K | 1.07% | 25 |
|
|
2019
Q1 | $1.44M | Hold |
13,850
| – | – | 1.04% | 24 |
|
|
2018
Q4 | $1.17M | Hold |
13,850
| – | – | 0.97% | 29 |
|
|
2018
Q3 | $1.22M | Buy |
13,850
+200
| +1% | +$17.6K | 0.83% | 33 |
|
|
2018
Q2 | $1.14M | Hold |
13,650
| – | – | 0.84% | 31 |
|
|
2018
Q1 | $1.04M | Sell |
13,650
-150
| -1% | -$11.4K | 0.72% | 39 |
|
|
2017
Q4 | $1.02M | Sell |
13,800
-700
| -5% | -$51.5K | 0.66% | 44 |
|
|
2017
Q3 | $928K | Hold |
14,500
| – | – | 0.62% | 43 |
|
|
2017
Q2 | $778K | Sell |
14,500
-1
| -0% | -$54 | 0.53% | 52 |
|
|
2017
Q1 | $624K | Buy |
14,501
+1
| +0% | +$43 | 0.45% | 57 |
|
|
2016
Q4 | $572K | Sell |
14,500
-500
| -3% | -$19.7K | 0.42% | 60 |
|
|
2016
Q3 | $615K | Hold |
15,000
| – | – | 0.46% | 56 |
|
|
2016
Q2 | $548K | Sell |
15,000
-150
| -1% | -$5.48K | 0.41% | 60 |
|
|
2016
Q1 | $585K | Sell |
15,150
-4,900
| -24% | -$189K | 0.48% | 51 |
|
|
2015
Q4 | $726K | Buy |
20,050
+177
| +0.9% | +$6.41K | 0.59% | 46 |
|
|
2015
Q3 | $617K | Buy |
+19,873
| New | +$617K | 0.54% | 52 |
|