RWA
Roberts Wealth Advisors’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Buy |
48,447
+574
| +1% | +$42.7K | 1.04% | 32 |
|
|
2025
Q1 | $3.12M | Buy |
47,873
+1,900
| +4% | +$124K | 0.96% | 32 |
|
|
2024
Q4 | $4.12M | Buy |
45,973
+933
| +2% | +$83.6K | 1.25% | 28 |
|
|
2024
Q3 | $3.66M | Buy |
45,040
+1,103
| +3% | +$89.5K | 1.18% | 30 |
|
|
2024
Q2 | $2.59M | Buy |
43,937
+1,899
| +5% | +$112K | 0.88% | 38 |
|
|
2024
Q1 | $2.67M | Buy |
42,038
+2,483
| +6% | +$158K | 1% | 39 |
|
|
2023
Q4 | $7.28M | Buy |
39,555
+1,859
| +5% | +$342K | 1.13% | 32 |
|
|
2023
Q3 | $2.15M | Buy |
37,696
+505
| +1% | +$28.8K | 0.94% | 37 |
|
|
2023
Q2 | $2.48M | Buy |
37,191
+5,899
| +19% | +$394K | 1.09% | 33 |
|
|
2023
Q1 | $2.36M | Buy |
31,292
+1,023
| +3% | +$77K | 1.08% | 34 |
|
|
2022
Q4 | $2.26M | Buy |
+30,269
| New | +$2.26M | 1.09% | 36 |
|
|
2022
Q3 | – | Sell |
-39,354
| Closed | -$2.89M | – | 86 |
|
|
2022
Q2 | $2.89M | Buy |
39,354
+13,368
| +51% | +$982K | 1.26% | 28 |
|
|
2022
Q1 | $3.03M | Buy |
25,986
+16,030
| +161% | +$1.87M | 1.19% | 32 |
|
|
2021
Q4 | $1.94M | Buy |
9,956
+7,536
| +311% | +$1.47M | 0.7% | 47 |
|
|
2021
Q3 | $630K | Buy |
+2,420
| New | +$630K | 0.25% | 75 |
|