SWA
SFMG Wealth Advisors’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
3,279
+28
| +0.9% | +$2.08K | 0.02% | 235 |
|
|
2025
Q1 | $212K | Buy |
3,251
+223
| +7% | +$14.6K | 0.02% | 252 |
|
|
2024
Q4 | $258K | Buy |
3,028
+26
| +0.9% | +$2.22K | 0.02% | 218 |
|
|
2024
Q3 | $234K | Buy |
+3,002
| New | +$234K | 0.02% | 220 |
|
|
2024
Q2 | – | Sell |
-3,101
| Closed | -$208K | – | 284 |
|
|
2024
Q1 | $208K | Buy |
+3,101
| New | +$208K | 0.02% | 245 |
|
|
2023
Q3 | – | Sell |
-3,409
| Closed | -$227K | – | 271 |
|
|
2023
Q2 | $227K | Buy |
3,409
+145
| +4% | +$9.68K | 0.02% | 210 |
|
|
2023
Q1 | $248K | Sell |
3,264
-32
| -1% | -$2.43K | 0.03% | 206 |
|
|
2022
Q4 | $235K | Sell |
3,296
-938
| -22% | -$66.8K | 0.03% | 203 |
|
|
2022
Q3 | $355K | Buy |
4,234
+168
| +4% | +$14.1K | 0.04% | 155 |
|
|
2022
Q2 | $284K | Buy |
4,066
+82
| +2% | +$5.73K | 0.03% | 184 |
|
|
2022
Q1 | $461K | Buy |
3,984
+145
| +4% | +$16.8K | 0.05% | 150 |
|
|
2021
Q4 | $724K | Sell |
3,839
-807
| -17% | -$152K | 0.07% | 119 |
|
|
2021
Q3 | $1.21M | Sell |
4,646
-7
| -0.2% | -$1.82K | 0.13% | 83 |
|
|
2021
Q2 | $1.36M | Buy |
4,653
+102
| +2% | +$29.7K | 0.15% | 73 |
|
|
2021
Q1 | $1.11M | Buy |
4,551
+104
| +2% | +$25.3K | 0.13% | 83 |
|
|
2020
Q4 | $1.04M | Buy |
4,447
+1,005
| +29% | +$235K | 0.13% | 75 |
|
|
2020
Q3 | $678K | Buy |
3,442
+1,492
| +77% | +$294K | 0.09% | 89 |
|
|
2020
Q2 | $340K | Buy |
+1,950
| New | +$340K | 0.05% | 114 |
|