Wellspring Financial Advisors’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
+2,825
| New | +$210K | 0.02% | 159 |
|
|
2024
Q1 | – | Sell |
-20,632
| Closed | -$1.27M | – | 148 |
|
|
2023
Q4 | $1.27M | Sell |
20,632
-706
| -3% | -$43.4K | 0.32% | 45 |
|
|
2023
Q3 | $1.25M | Sell |
21,338
-117
| -0.5% | -$6.84K | 0.36% | 43 |
|
|
2023
Q2 | $1.43M | Buy |
21,455
+91
| +0.4% | +$6.07K | 0.41% | 40 |
|
|
2023
Q1 | $1.62M | Sell |
21,364
-44
| -0.2% | -$3.34K | 0.48% | 40 |
|
|
2022
Q4 | $1.52M | Buy |
+21,408
| New | +$1.52M | 0.51% | 40 |
|
|
2022
Q2 | – | Sell |
-2,153
| Closed | -$249K | – | 134 |
|
|
2022
Q1 | $249K | Sell |
2,153
-13
| -0.6% | -$1.5K | 0.07% | 81 |
|
|
2021
Q4 | $409K | Buy |
2,166
+63
| +3% | +$11.9K | 0.11% | 62 |
|
|
2021
Q3 | $547K | Buy |
2,103
+53
| +3% | +$13.8K | 0.16% | 53 |
|
|
2021
Q2 | $598K | Sell |
2,050
-191
| -9% | -$55.7K | 0.19% | 51 |
|
|
2021
Q1 | $215K | Buy |
2,241
+33
| +1% | +$3.17K | 0.1% | 79 |
|
|
2020
Q4 | $517K | Buy |
2,208
+54
| +3% | +$12.6K | 0.18% | 53 |
|
|
2020
Q3 | $424K | Buy |
2,154
+6
| +0.3% | +$1.18K | 0.17% | 54 |
|
|
2020
Q2 | $374K | Sell |
2,148
-93
| -4% | -$16.2K | 0.15% | 55 |
|
|
2020
Q1 | $215K | Buy |
+2,241
| New | +$215K | 0.1% | 79 |
|