Octavia Wealth Advisors’s PayPal PYPL Stock Holding History

Octavia Wealth Advisors’s Portfolio PYPL Stock Details PYPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,827	Closed	-$210K	–	267
2025 Q2	$210K	Sell	2,827 -425	-13%	-$29.1K	0.02%	214
2025 Q1	$212K	Buy	3,252 +713	+28%	+$55.5K	0.03%	213
2024 Q4	$217K	Sell	2,539 -95	-4%	-$7.99K	0.03%	209
2024 Q3	$206K	Buy	+2,634	New	+$176K	0.03%	214
2024 Q1	–	Sell	-3,807	Closed	-$234K	–	232
2023 Q4	$234K	Buy	3,807 +261	+7%	+$14.9K	0.04%	200
2023 Q3	$207K	Sell	3,546 -1,221	-26%	-$79.5K	0.04%	186
2023 Q2	$318K	Buy	4,767 +351	+8%	+$23.9K	0.06%	137
2023 Q1	$335K	Sell	4,416 -29	-0.7%	-$2.23K	0.08%	119
2022 Q4	$317K	Sell	4,445 -116	-3%	-$9.28K	0.08%	135
2022 Q3	$393K	Buy	4,561 +110	+2%	+$9.75K	0.11%	103
2022 Q2	$309K	Buy	4,451 +836	+23%	+$72.5K	0.08%	123
2022 Q1	$418K	Buy	3,615 +1,706	+89%	+$227K	0.09%	113
2021 Q4	$360K	Buy	1,909 +665	+53%	+$144K	0.08%	135
2021 Q3	$325K	Sell	1,244 -147	-11%	-$41.7K	0.08%	126
2021 Q2	$405K	Buy	+1,391	New	+$367K	0.11%	108

Other funds holding PYPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return