Ownership history in WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV · 27 quarters on record
This page tracks every 13F SEC filing in which WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 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 | 3,381 | -167 | -4.7% | 0.06% | $227K | $66.70 |
| 2025 Q2 | ADDED | 3,548 | +444 | +14.3% | 0.08% | $264K | $73.92 |
| 2025 Q1 | ADDED | 3,104 | +202 | +7.0% | 0.06% | $203K | $64.90 |
| 2024 Q4 | ADDED | 2,902 | +26 | +0.9% | 0.07% | $248K | $84.90 |
As of 2025 Q4 — sorted by position size