TA
TruWealth Advisors’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-97,972
| Closed | -$5.73M | – | 159 |
|
|
2023
Q3 | $5.73M | Buy |
97,972
+3,454
| +4% | +$202K | 0.49% | 50 |
|
|
2023
Q2 | $6.31M | Buy |
94,518
+25,342
| +37% | +$1.69M | 0.54% | 47 |
|
|
2023
Q1 | $5.25M | Buy |
69,176
+4,905
| +8% | +$372K | 0.48% | 50 |
|
|
2022
Q4 | $4.58M | Buy |
64,271
+5,036
| +9% | +$359K | 0.45% | 49 |
|
|
2022
Q3 | $5.1M | Buy |
59,235
+9,025
| +18% | +$777K | 0.54% | 42 |
|
|
2022
Q2 | $3.51M | Buy |
50,210
+4,776
| +11% | +$334K | 0.38% | 44 |
|
|
2022
Q1 | $5.25M | Buy |
45,434
+37,170
| +450% | +$4.3M | 0.55% | 39 |
|
|
2021
Q4 | $1.56M | Buy |
8,264
+1,234
| +18% | +$233K | 0.16% | 57 |
|
|
2021
Q3 | $1.83M | Buy |
7,030
+472
| +7% | +$123K | 0.2% | 49 |
|
|
2021
Q2 | $1.91M | Buy |
6,558
+312
| +5% | +$91K | 0.22% | 46 |
|
|
2021
Q1 | $1.52M | Buy |
6,246
+30
| +0.5% | +$7.29K | 0.21% | 46 |
|
|
2020
Q4 | $1.46M | Buy |
+6,216
| New | +$1.46M | 0.22% | 43 |
|