Ownership history in PDS Planning, Inc · 13 quarters on record
This page tracks every 13F SEC filing in which PDS Planning, Inc reported a position in PAYPAL HLDGS INC (PYPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 3,705 | -283 | -7.1% | 0.02% | $248K | $66.70 |
| 2025 Q2 | ADDED | 3,988 | +582 | +17.1% | 0.02% | $296K | $73.92 |
| 2025 Q1 | ADDED | 3,406 | +309 | +10.0% | 0.02% | $222K | $64.90 |
| 2024 Q4 | ADDED | 3,097 | +91 | +3.0% | 0.02% | $264K | $84.90 |
As of 2025 Q4 — sorted by position size