Modera Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.93M | Sell |
79,809
-7,185
| -8% | -$534K | 0.07% | 167 |
|
|
2025
Q1 | $5.68M | Sell |
86,994
-4,205
| -5% | -$274K | 0.08% | 163 |
|
|
2024
Q4 | $7.78M | Buy |
91,199
+863
| +1% | +$73.7K | 0.09% | 140 |
|
|
2024
Q3 | $7.05M | Buy |
90,336
+1,046
| +1% | +$81.6K | 0.09% | 137 |
|
|
2024
Q2 | $5.18M | Buy |
89,290
+1,641
| +2% | +$95.2K | 0.08% | 153 |
|
|
2024
Q1 | $5.87M | Sell |
87,649
-115
| -0.1% | -$7.7K | 0.09% | 144 |
|
|
2023
Q4 | $5.39M | Sell |
87,764
-891
| -1% | -$54.7K | 0.09% | 148 |
|
|
2023
Q3 | $5.18M | Buy |
88,655
+6,453
| +8% | +$377K | 0.1% | 141 |
|
|
2023
Q2 | $5.49M | Buy |
+82,202
| New | +$5.49M | 0.1% | 140 |
|
|
2022
Q1 | – | Sell |
-4,950
| Closed | -$933K | – | 533 |
|
|
2021
Q4 | $933K | Buy |
4,950
+3,131
| +172% | +$590K | 0.04% | 183 |
|
|
2021
Q3 | $473K | Buy |
+1,819
| New | +$473K | 0.02% | 161 |
|
|
2021
Q1 | – | Sell |
-1,322
| Closed | -$310K | – | 245 |
|
|
2020
Q4 | $310K | Buy |
+1,322
| New | +$310K | 0.02% | 176 |
|