PWA
Phoenix Wealth Advisors’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Sell |
4,519
-44
| -1% | -$3.27K | 0.14% | 98 |
|
|
2025
Q1 | $298K | Buy |
4,563
+179
| +4% | +$11.7K | 0.13% | 98 |
|
|
2024
Q4 | $374K | Sell |
4,384
-15
| -0.3% | -$1.28K | 0.16% | 86 |
|
|
2024
Q3 | $343K | Sell |
4,399
-62
| -1% | -$4.84K | 0.16% | 93 |
|
|
2024
Q2 | $259K | Sell |
4,461
-37
| -0.8% | -$2.15K | 0.13% | 107 |
|
|
2024
Q1 | $301K | Sell |
4,498
-102
| -2% | -$6.83K | 0.18% | 94 |
|
|
2023
Q4 | $283K | Sell |
4,600
-532
| -10% | -$32.7K | 0.2% | 94 |
|
|
2023
Q3 | $300K | Buy |
5,132
+60
| +1% | +$3.51K | 0.18% | 83 |
|
|
2023
Q2 | $338K | Sell |
5,072
-25
| -0.5% | -$1.67K | 0.2% | 75 |
|
|
2023
Q1 | $387K | Buy |
5,097
+186
| +4% | +$14.1K | 0.24% | 59 |
|
|
2022
Q4 | $350K | Buy |
+4,911
| New | +$350K | 0.21% | 63 |
|
|
2022
Q1 | – | Sell |
-3,075
| Closed | -$580K | – | 121 |
|
|
2021
Q4 | $580K | Sell |
3,075
-335
| -10% | -$63.2K | 0.44% | 56 |
|
|
2021
Q3 | $887K | Buy |
3,410
+12
| +0.4% | +$3.12K | 0.66% | 41 |
|
|
2021
Q2 | $994K | Sell |
3,398
-1,418
| -29% | -$415K | 0.72% | 39 |
|
|
2021
Q1 | $1.19M | Sell |
4,816
-336
| -7% | -$83.2K | 0.93% | 33 |
|
|
2020
Q4 | $1.21M | Buy |
+5,152
| New | +$1.21M | 0.92% | 33 |
|