Mount Yale Investment Advisors’s PayPal PYPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.54M | Sell |
20,712
-2,331
| -10% | -$173K | 0.12% | 150 |
|
2025
Q1 | $1.5M | Sell |
23,043
-3,839
| -14% | -$250K | 0.13% | 144 |
|
2024
Q4 | $2.29M | Sell |
26,882
-36
| -0.1% | -$3.07K | 0.19% | 109 |
|
2024
Q3 | $2.1M | Sell |
26,918
-4,899
| -15% | -$382K | 0.2% | 114 |
|
2024
Q2 | $1.85M | Sell |
31,817
-1,723
| -5% | -$100K | 0.15% | 132 |
|
2024
Q1 | $2.25M | Buy |
33,540
+10,435
| +45% | +$699K | 0.17% | 120 |
|
2023
Q4 | $1.42M | Sell |
23,105
-9,739
| -30% | -$598K | 0.13% | 159 |
|
2023
Q3 | $1.92M | Buy |
32,844
+1,182
| +4% | +$69.1K | 0.21% | 111 |
|
2023
Q2 | $2.11M | Sell |
31,662
-2,702
| -8% | -$180K | 0.22% | 99 |
|
2023
Q1 | $2.61M | Buy |
34,364
+20,835
| +154% | +$1.58M | 0.29% | 82 |
|
2022
Q4 | $964K | Sell |
13,529
-16,499
| -55% | -$1.18M | 0.11% | 189 |
|
2022
Q3 | $2.59M | Buy |
30,028
+778
| +3% | +$67K | 0.34% | 70 |
|
2022
Q2 | $2.04M | Buy |
29,250
+2,019
| +7% | +$141K | 0.26% | 88 |
|
2022
Q1 | $3.15M | Buy |
27,231
+10,579
| +64% | +$1.22M | 0.34% | 65 |
|
2021
Q4 | $3.14M | Sell |
16,652
-2,724
| -14% | -$514K | 0.33% | 76 |
|
2021
Q3 | $5.04M | Sell |
19,376
-2,657
| -12% | -$691K | 0.58% | 40 |
|
2021
Q2 | $6.42M | Buy |
22,033
+6,613
| +43% | +$1.93M | 0.78% | 25 |
|
2021
Q1 | $3.75M | Sell |
15,420
-1,049
| -6% | -$255K | 0.49% | 50 |
|
2020
Q4 | $3.86M | Buy |
16,469
+43
| +0.3% | +$10.1K | 0.54% | 47 |
|
2020
Q3 | $3.24M | Buy |
16,426
+1,678
| +11% | +$331K | 0.46% | 52 |
|
2020
Q2 | $2.57M | Buy |
14,748
+1,690
| +13% | +$295K | 0.46% | 57 |
|
2020
Q1 | $1.25M | Sell |
13,058
-1,004
| -7% | -$96.1K | 0.28% | 92 |
|
2019
Q4 | $1.6M | Buy |
14,062
+143
| +1% | +$16.3K | 0.28% | 90 |
|
2019
Q3 | $1.42M | Buy |
13,919
+307
| +2% | +$31.3K | 0.25% | 94 |
|
2019
Q2 | $1.45M | Sell |
13,612
-618
| -4% | -$65.9K | 0.27% | 85 |
|
2019
Q1 | $1.48M | Buy |
14,230
+149
| +1% | +$15.5K | 0.28% | 89 |
|
2018
Q4 | $1.31M | Sell |
14,081
-1,741
| -11% | -$161K | 0.27% | 93 |
|
2018
Q3 | $1.4M | Buy |
15,822
+898
| +6% | +$79.2K | 0.24% | 91 |
|
2018
Q2 | $1.24M | Buy |
14,924
+1,732
| +13% | +$144K | 0.24% | 100 |
|
2018
Q1 | $1M | Buy |
+13,192
| New | +$1M | 0.21% | 104 |
|