WR Wealth Planners’s PayPal PYPL Stock Holding History

WR Wealth Planners’s Portfolio PYPL Stock Details PYPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$22.4K	Sell	263 -1,087	-81%	-$91.4K	0.01%	443
2024 Q3	$105K	Sell	1,350 -143	-10%	-$9.56K	0.03%	257
2024 Q2	$86.7K	Buy	1,493 +618	+71%	+$39.3K	0.03%	264
2024 Q1	$58.6K	Sell	875 -2,463	-74%	-$151K	0.02%	313
2023 Q4	$205K	Buy	3,338 +153	+5%	+$8.76K	0.08%	173
2023 Q3	$186K	Buy	3,185 +482	+18%	+$31.4K	0.07%	178
2023 Q2	$180K	Sell	2,703 -1,518	-36%	-$103K	0.07%	180
2023 Q1	$321K	Buy	4,221 +2,541	+151%	+$196K	0.14%	120
2022 Q4	$120K	Buy	1,680 +85	+5%	+$6.8K	0.07%	127
2022 Q3	$137K	Buy	1,595 +46	+3%	+$4.08K	0.1%	112
2022 Q2	$108K	Buy	1,549 +140	+10%	+$12.1K	0.07%	123
2022 Q1	$163K	Buy	+1,409	New	+$188K	0.1%	110

Other funds holding PYPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's PYPL Position: Q4 2024 in Review

WR Wealth Planners reduced its PayPal (PYPL) stake by 81% in Q4 2024, selling an estimated $91.4K and leaving 263 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #443.

WR Wealth Planners first reported a position in PYPL in Q1 2022 and has held it in 12 quarters since. The position peaked at $321K in Q1 2023. 2,009 funds tracked by Wall St. Rank hold PYPL as of Q4 2024.

WR Wealth Planners held 263 shares of PayPal worth $22.4K as of Q4 2024.
WR Wealth Planners sold 1,087 PayPal shares in Q4 2024, an estimated $91.4K.
PayPal made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #443 holding.
WR Wealth Planners first reported a position in PayPal in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's PayPal position peaked at $321K in Q1 2023.
2,009 funds tracked by Wall St. Rank held PayPal as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.