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 |
| 2024 Q3 | REDUCED | 3,006 | -229 | -7.1% | 0.02% | $235K | $77.62 |
| 2023 Q1 | ADDED | 3,235 | +1,131 | +53.8% | 0.03% | $246K | $75.54 |
| 2021 Q4 | REDUCED | 2,104 | -39 | -1.8% | 0.08% | $397K | $187.58 |
| 2021 Q3 | REDUCED | 2,143 | -94 | -4.2% | 0.13% | $558K | $258.83 |
| 2021 Q2 | ADDED | 2,237 | +262 | +13.3% | 0.16% | $652K | $289.93 |
| 2021 Q1 | ADDED | 1,975 | +208 | +11.8% | 0.14% | $480K | $241.55 |
As of 2025 Q4 — sorted by position size