Octavia Wealth 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 | $210K | Sell |
2,827
-425
| -13% | -$31.6K | 0.02% | 214 |
|
|
2025
Q1 | $212K | Buy |
3,252
+713
| +28% | +$46.5K | 0.03% | 213 |
|
|
2024
Q4 | $217K | Sell |
2,539
-95
| -4% | -$8.11K | 0.03% | 209 |
|
|
2024
Q3 | $206K | Buy |
+2,634
| New | +$206K | 0.03% | 214 |
|
|
2024
Q1 | – | Sell |
-3,807
| Closed | -$234K | – | 232 |
|
|
2023
Q4 | $234K | Buy |
3,807
+261
| +7% | +$16K | 0.04% | 200 |
|
|
2023
Q3 | $207K | Sell |
3,546
-1,221
| -26% | -$71.4K | 0.04% | 186 |
|
|
2023
Q2 | $318K | Buy |
4,767
+351
| +8% | +$23.4K | 0.06% | 137 |
|
|
2023
Q1 | $335K | Sell |
4,416
-29
| -0.7% | -$2.2K | 0.08% | 119 |
|
|
2022
Q4 | $317K | Sell |
4,445
-116
| -3% | -$8.26K | 0.08% | 135 |
|
|
2022
Q3 | $393K | Buy |
4,561
+110
| +2% | +$9.48K | 0.11% | 103 |
|
|
2022
Q2 | $309K | Buy |
4,451
+836
| +23% | +$58K | 0.08% | 123 |
|
|
2022
Q1 | $418K | Buy |
3,615
+1,706
| +89% | +$197K | 0.09% | 113 |
|
|
2021
Q4 | $360K | Buy |
1,909
+665
| +53% | +$125K | 0.08% | 135 |
|
|
2021
Q3 | $325K | Sell |
1,244
-147
| -11% | -$38.4K | 0.08% | 126 |
|
|
2021
Q2 | $405K | Buy |
+1,391
| New | +$405K | 0.11% | 108 |
|