RSWM
Robertson Stephens Wealth Management’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+2,901
| New | +$216K | 0.01% | 516 |
|
|
2025
Q1 | – | Sell |
-2,712
| Closed | -$231K | – | 575 |
|
|
2024
Q4 | $231K | Buy |
2,712
+27
| +1% | +$2.3K | 0.01% | 521 |
|
|
2024
Q3 | $210K | Buy |
+2,685
| New | +$210K | 0.01% | 596 |
|
|
2022
Q2 | – | Sell |
-3,881
| Closed | -$448K | – | 406 |
|
|
2022
Q1 | $448K | Buy |
3,881
+1,513
| +64% | +$175K | 0.04% | 261 |
|
|
2021
Q4 | $446K | Buy |
+2,368
| New | +$446K | 0.04% | 271 |
|
|
2020
Q4 | – | Sell |
-2,184
| Closed | -$430K | – | 259 |
|
|
2020
Q3 | $430K | Buy |
+2,184
| New | +$430K | 0.11% | 151 |
|