SPFA
Summit Place Financial Advisors’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,800
| Closed | -$375K | – | 95 |
|
|
2024
Q3 | $375K | Sell |
4,800
-1,975
| -29% | -$154K | 0.21% | 77 |
|
|
2024
Q2 | $393K | Sell |
6,775
-325
| -5% | -$18.9K | 0.23% | 75 |
|
|
2024
Q1 | $476K | Sell |
7,100
-22,185
| -76% | -$1.49M | 0.28% | 71 |
|
|
2023
Q4 | $1.8M | Buy |
29,285
+1,925
| +7% | +$118K | 1.18% | 38 |
|
|
2023
Q3 | $1.6M | Sell |
27,360
-1,805
| -6% | -$106K | 1.14% | 43 |
|
|
2023
Q2 | $1.95M | Buy |
29,165
+4,340
| +17% | +$290K | 1.26% | 39 |
|
|
2023
Q1 | $1.89M | Buy |
24,825
+4,025
| +19% | +$306K | 1.34% | 37 |
|
|
2022
Q4 | $1.48M | Buy |
20,800
+7,860
| +61% | +$560K | 1.22% | 39 |
|
|
2022
Q3 | $1.11M | Buy |
12,940
+1,350
| +12% | +$116K | 1.04% | 38 |
|
|
2022
Q2 | $809K | Sell |
11,590
-225
| -2% | -$15.7K | 0.68% | 60 |
|
|
2022
Q1 | $1.37M | Buy |
11,815
+1,420
| +14% | +$164K | 0.92% | 50 |
|
|
2021
Q4 | $1.96M | Buy |
10,395
+2,723
| +35% | +$513K | 1.35% | 35 |
|
|
2021
Q3 | $2M | Buy |
7,672
+362
| +5% | +$94.2K | 1.46% | 31 |
|
|
2021
Q2 | $2.13M | Sell |
7,310
-575
| -7% | -$168K | 1.57% | 28 |
|
|
2021
Q1 | $1.92M | Buy |
7,885
+162
| +2% | +$39.3K | 1.54% | 25 |
|
|
2020
Q4 | $1.81M | Buy |
7,723
+320
| +4% | +$75K | 1.57% | 31 |
|
|
2020
Q3 | $1.46M | Buy |
+7,403
| New | +$1.46M | 1.46% | 31 |
|