WIA
Westbourne Investment Advisors’s PayPal PYPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+2,900
| New | +$216K | 0.07% | 101 |
|
|
2025
Q1 | – | Sell |
-2,700
| Closed | -$230K | – | 84 |
|
|
2024
Q4 | $230K | Hold |
2,700
| – | – | 0.08% | 81 |
|
|
2024
Q3 | $211K | Buy |
+2,700
| New | +$211K | 0.07% | 86 |
|
|
2024
Q1 | – | Sell |
-3,425
| Closed | -$210K | – | 90 |
|
|
2023
Q4 | $210K | Sell |
3,425
-1,140
| -25% | -$69.9K | 0.08% | 86 |
|
|
2023
Q3 | $267K | Sell |
4,565
-56,263
| -92% | -$3.29M | 0.12% | 78 |
|
|
2023
Q2 | $4.06M | Buy |
60,828
+3,259
| +6% | +$217K | 1.82% | 21 |
|
|
2023
Q1 | $4.37M | Sell |
57,569
-801
| -1% | -$60.8K | 2.11% | 18 |
|
|
2022
Q4 | $4.16M | Buy |
58,370
+754
| +1% | +$53.7K | 2.1% | 17 |
|
|
2022
Q3 | $4.96M | Sell |
57,616
-449
| -0.8% | -$38.6K | 2.63% | 11 |
|
|
2022
Q2 | $4.06M | Buy |
58,065
+9,047
| +18% | +$632K | 2.52% | 14 |
|
|
2022
Q1 | $5.67M | Buy |
49,018
+10,257
| +26% | +$1.19M | 2.35% | 17 |
|
|
2021
Q4 | $7.31M | Buy |
38,761
+1,776
| +5% | +$335K | 2.87% | 9 |
|
|
2021
Q3 | $9.62M | Sell |
36,985
-521
| -1% | -$136K | 4.38% | 6 |
|
|
2021
Q2 | $10.9M | Buy |
37,506
+692
| +2% | +$202K | 4.95% | 4 |
|
|
2021
Q1 | $8.94M | Buy |
36,814
+35
| +0.1% | +$8.5K | 4.45% | 5 |
|
|
2020
Q4 | $8.61M | Buy |
+36,779
| New | +$8.61M | 5.04% | 4 |
|
|
2020
Q2 | – | Sell |
-36,802
| Closed | -$3.52M | – | 74 |
|
|
2020
Q1 | $3.52M | Buy |
36,802
+1,730
| +5% | +$166K | 3.25% | 7 |
|
|
2019
Q4 | $3.79M | Buy |
35,072
+3,500
| +11% | +$379K | 2.58% | 11 |
|
|
2019
Q3 | $3.27M | Buy |
31,572
+9,745
| +45% | +$1.01M | 2.44% | 11 |
|
|
2019
Q2 | $2.5M | Buy |
21,827
+100
| +0.5% | +$11.4K | 2.02% | 15 |
|
|
2019
Q1 | $2.26M | Buy |
21,727
+1,125
| +5% | +$117K | 1.73% | 18 |
|
|
2018
Q4 | $1.73M | Buy |
20,602
+5,010
| +32% | +$421K | 1.49% | 20 |
|
|
2018
Q3 | $1.37M | Buy |
15,592
+42
| +0.3% | +$3.69K | 0.99% | 30 |
|
|
2018
Q2 | $1.3M | Buy |
15,550
+140
| +0.9% | +$11.7K | 1.12% | 26 |
|
|
2018
Q1 | $1.17M | Sell |
15,410
-155
| -1% | -$11.8K | 0.94% | 33 |
|
|
2017
Q4 | $1.15M | Buy |
15,565
+995
| +7% | +$73.3K | 0.87% | 39 |
|
|
2017
Q3 | $933K | Buy |
14,570
+330
| +2% | +$21.1K | 0.73% | 50 |
|
|
2017
Q2 | $764K | Buy |
+14,240
| New | +$764K | 0.62% | 52 |
|