SVWAG
Sound View Wealth Advisors Group’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
+2,964
| New | +$220K | 0.02% | 391 |
|
|
2025
Q1 | – | Sell |
-3,844
| Closed | -$328K | – | 425 |
|
|
2024
Q4 | $328K | Sell |
3,844
-13
| -0.3% | -$1.11K | 0.03% | 327 |
|
|
2024
Q3 | $301K | Buy |
+3,857
| New | +$301K | 0.02% | 333 |
|
|
2023
Q2 | – | Sell |
-3,880
| Closed | -$295K | – | 372 |
|
|
2023
Q1 | $295K | Buy |
+3,880
| New | +$295K | 0.04% | 281 |
|
|
2022
Q2 | – | Sell |
-2,195
| Closed | -$254K | – | 289 |
|
|
2022
Q1 | $254K | Sell |
2,195
-881
| -29% | -$102K | 0.05% | 258 |
|
|
2021
Q4 | $580K | Sell |
3,076
-56
| -2% | -$10.6K | 0.11% | 166 |
|
|
2021
Q3 | $815K | Buy |
3,132
+166
| +6% | +$43.2K | 0.17% | 133 |
|
|
2021
Q2 | $865K | Buy |
2,966
+709
| +31% | +$207K | 0.18% | 121 |
|
|
2021
Q1 | $548K | Buy |
2,257
+28
| +1% | +$6.8K | 0.13% | 149 |
|
|
2020
Q4 | $522K | Buy |
2,229
+61
| +3% | +$14.3K | 0.13% | 146 |
|
|
2020
Q3 | $427K | Buy |
2,168
+275
| +15% | +$54.2K | 0.11% | 162 |
|
|
2020
Q2 | $330K | Buy |
+1,893
| New | +$330K | 0.09% | 173 |
|
|
2019
Q4 | – | Sell |
-2,626
| Closed | -$272K | – | 243 |
|
|
2019
Q3 | $272K | Sell |
2,626
-116
| -4% | -$12K | 0.08% | 203 |
|
|
2019
Q2 | $314K | Buy |
+2,742
| New | +$314K | 0.09% | 186 |
|