Ownership history in Phoenix Wealth Advisors · 17 quarters on record
This page tracks every 13F SEC filing in which Phoenix Wealth Advisors 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 | 4,440 | -79 | -1.7% | 0.11% | $298K | $66.70 |
| 2025 Q2 | REDUCED | 4,519 | -44 | -1.0% | 0.14% | $336K | $73.92 |
| 2025 Q1 | ADDED | 4,563 | +179 | +4.1% | 0.13% | $298K | $64.90 |
| 2024 Q4 | REDUCED | 4,384 | -15 | -0.3% | 0.16% | $374K | $84.90 |
| 2024 Q3 | REDUCED | 4,399 | -62 | -1.4% | 0.16% | $343K | $77.62 |
| 2024 Q2 | REDUCED | 4,461 | -37 | -0.8% | 0.13% | $259K | $57.72 |
| 2024 Q1 | REDUCED | 4,498 | -102 | -2.2% | 0.18% | $301K | $66.63 |
| 2023 Q4 | REDUCED | 4,600 | -532 | -10.4% | 0.20% | $283K | $61.08 |
| 2023 Q3 | ADDED | 5,132 | +60 | +1.2% | 0.18% | $300K | $58.15 |
| 2023 Q2 | REDUCED | 5,072 | -25 | -0.5% | 0.20% | $338K | $66.38 |
As of 2025 Q4 — sorted by position size