OWM
OneAscent Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
+2,863
| New | +$213K | 0.08% | 161 |
|
|
2025
Q1 | – | Sell |
-2,748
| Closed | -$235K | – | 163 |
|
|
2024
Q4 | $235K | Buy |
2,748
+46
| +2% | +$3.93K | 0.1% | 139 |
|
|
2024
Q3 | $211K | Buy |
+2,702
| New | +$211K | 0.08% | 170 |
|
|
2021
Q4 | – | Sell |
-2,134
| Closed | -$555K | – | 121 |
|
|
2021
Q3 | $555K | Buy |
+2,134
| New | +$555K | 0.63% | 29 |
|