Ownership history in PERSONAL CFO SOLUTIONS, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which PERSONAL CFO SOLUTIONS, LLC 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 | 3,258 | -113 | -3.4% | 0.04% | $218K | $66.70 |
| 2025 Q2 | REDUCED | 3,371 | -3 | -0.1% | 0.05% | $251K | $73.92 |
| 2025 Q1 | REDUCED | 3,374 | -1,365 | -28.8% | 0.04% | $220K | $64.90 |
| 2024 Q4 | ADDED | 4,739 | +11 | +0.2% | 0.08% | $404K | $84.90 |
| 2024 Q3 | REDUCED | 4,728 | -341 | -6.7% | 0.05% | $369K | $77.62 |
| 2024 Q2 | REDUCED | 5,069 | -551 | -9.8% | 0.05% | $294K | $57.72 |
| 2024 Q1 | REDUCED | 5,620 | -14,865 | -72.6% | 0.06% | $376K | $66.63 |
| 2023 Q4 | ADDED | 20,485 | +1,978 | +10.7% | 0.22% | $1.3M | $61.08 |
| 2023 Q3 | REDUCED | 18,507 | -1,519 | -7.6% | 0.21% | $1.1M | $58.15 |
| 2023 Q2 | ADDED | 20,026 | +8,492 | +73.6% | 0.27% | $1.3M | $66.38 |
As of 2025 Q4 — sorted by position size