SWA
SOA Wealth Advisors’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100K | Buy |
1,348
+394
| +41% | +$29.3K | 0.02% | 280 |
|
|
2025
Q1 | $62.2K | Sell |
954
-345
| -27% | -$22.5K | 0.01% | 309 |
|
|
2024
Q4 | $111K | Buy |
1,299
+676
| +109% | +$57.7K | 0.02% | 242 |
|
|
2024
Q3 | $48.6K | Sell |
623
-100
| -14% | -$7.8K | 0.01% | 321 |
|
|
2024
Q2 | $42K | Sell |
723
-262
| -27% | -$15.2K | 0.01% | 333 |
|
|
2024
Q1 | $66K | Hold |
985
| – | – | 0.01% | 280 |
|
|
2023
Q4 | $60.5K | Sell |
985
-83
| -8% | -$5.1K | 0.01% | 278 |
|
|
2023
Q3 | $62.4K | Hold |
1,068
| – | – | 0.02% | 263 |
|
|
2023
Q2 | $71.3K | Sell |
1,068
-36
| -3% | -$2.4K | 0.02% | 258 |
|
|
2023
Q1 | $83.8K | Buy |
1,104
+18
| +2% | +$1.37K | 0.02% | 237 |
|
|
2022
Q4 | $77.3K | Buy |
1,086
+35
| +3% | +$2.49K | 0.02% | 239 |
|
|
2022
Q3 | $90K | Buy |
1,051
+298
| +40% | +$25.5K | 0.03% | 213 |
|
|
2022
Q2 | $52K | Sell |
753
-264
| -26% | -$18.2K | 0.02% | 258 |
|
|
2022
Q1 | $117K | Sell |
1,017
-9,458
| -90% | -$1.09M | 0.03% | 215 |
|
|
2021
Q4 | $2.01M | Sell |
10,475
-3,413
| -25% | -$655K | 0.49% | 49 |
|
|
2021
Q3 | $3.61M | Buy |
13,888
+959
| +7% | +$249K | 0.93% | 32 |
|
|
2021
Q2 | $3.77M | Buy |
12,929
+2,064
| +19% | +$602K | 0.97% | 28 |
|
|
2021
Q1 | $2.64M | Buy |
10,865
+9,670
| +809% | +$2.35M | 0.74% | 37 |
|
|
2020
Q4 | $338K | Buy |
+1,195
| New | +$338K | 0.09% | 111 |
|