SWA
Sax Wealth Advisors’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
3,141
-2,796
| -47% | -$208K | 0.01% | 384 |
|
|
2025
Q1 | $387K | Buy |
5,937
+1,285
| +28% | +$83.8K | 0.03% | 250 |
|
|
2024
Q4 | $397K | Buy |
4,652
+1,870
| +67% | +$160K | 0.03% | 224 |
|
|
2024
Q3 | $217K | Buy |
+2,782
| New | +$217K | 0.02% | 268 |
|
|
2021
Q4 | – | Sell |
-924
| Closed | -$240K | – | 186 |
|
|
2021
Q3 | $240K | Buy |
924
+7
| +0.8% | +$1.82K | 0.06% | 147 |
|
|
2021
Q2 | $267K | Buy |
917
+6
| +0.7% | +$1.75K | 0.09% | 128 |
|
|
2021
Q1 | $221K | Buy |
911
+29
| +3% | +$7.04K | 0.08% | 135 |
|
|
2020
Q4 | $207K | Buy |
+882
| New | +$207K | 0.1% | 124 |
|