Surience Private Wealth’s PayPal PYPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-51,524
| Closed | -$4.4M | – | 34 |
|
|
2024
Q4 | $4.4M | Sell |
51,524
-2,626
| -5% | -$224K | 5.68% | 8 |
|
|
2024
Q3 | $4.23M | Buy |
+54,150
| New | +$4.23M | 4.32% | 5 |
|
|
2024
Q2 | – | Sell |
-34,299
| Closed | -$2.3M | – | 38 |
|
|
2024
Q1 | $2.3M | Sell |
34,299
-29,008
| -46% | -$1.94M | 2.18% | 18 |
|
|
2023
Q4 | $3.89M | Buy |
63,307
+16,960
| +37% | +$1.04M | 3.95% | 13 |
|
|
2023
Q3 | $2.71M | Buy |
+46,347
| New | +$2.71M | 5.25% | 8 |
|