PWP
Principle Wealth Partners’s PayPal PYPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.08M | Buy |
14,575
+6,900
| +90% | +$513K | 0.07% | 156 |
|
2025
Q1 | $501K | Buy |
7,675
+3,737
| +95% | +$244K | 0.04% | 225 |
|
2024
Q4 | $336K | Hold |
3,938
| – | – | 0.02% | 271 |
|
2024
Q3 | $307K | Hold |
3,938
| – | – | 0.02% | 279 |
|
2024
Q2 | $229K | Hold |
3,938
| – | – | 0.02% | 307 |
|
2024
Q1 | $264K | Buy |
3,938
+583
| +17% | +$39.1K | 0.02% | 300 |
|
2023
Q4 | $206K | Buy |
+3,355
| New | +$206K | 0.02% | 322 |
|
2023
Q3 | – | Sell |
-3,417
| Closed | -$228K | – | 330 |
|
2023
Q2 | $228K | Sell |
3,417
-3,135
| -48% | -$209K | 0.02% | 299 |
|
2023
Q1 | $498K | Buy |
6,552
+2,905
| +80% | +$221K | 0.05% | 198 |
|
2022
Q4 | $260K | Sell |
3,647
-2,813
| -44% | -$200K | 0.03% | 273 |
|
2022
Q3 | $556 | Buy |
6,460
+2,770
| +75% | +$238 | 0.05% | 171 |
|
2022
Q2 | $258K | Buy |
3,690
+125
| +4% | +$8.74K | 0.03% | 269 |
|
2022
Q1 | $412K | Hold |
3,565
| – | – | 0.04% | 221 |
|
2021
Q4 | $672K | Buy |
3,565
+56
| +2% | +$10.6K | 0.07% | 173 |
|
2021
Q3 | $913K | Hold |
3,509
| – | – | 0.11% | 136 |
|
2021
Q2 | $1.02M | Hold |
3,509
| – | – | 0.12% | 130 |
|
2021
Q1 | $852K | Buy |
3,509
+900
| +34% | +$219K | 0.1% | 137 |
|
2020
Q4 | $611K | Buy |
2,609
+815
| +45% | +$191K | 0.08% | 162 |
|
2020
Q3 | $353K | Buy |
1,794
+28
| +2% | +$5.51K | 0.1% | 109 |
|
2020
Q2 | $308K | Buy |
+1,766
| New | +$308K | 0.09% | 116 |
|
2019
Q3 | – | Sell |
-1,813
| Closed | -$208K | – | 168 |
|
2019
Q2 | $208K | Buy |
+1,813
| New | +$208K | 0.11% | 130 |
|