AE Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$439K	Buy	19,652 +2,701	+16%	+$54.9K	﹤0.01%	1177
2025 Q4	$304K	Buy	16,951 +414	+3%	+$7.04K	﹤0.01%	1301
2025 Q3	$282K	Buy	16,537 +3,318	+25%	+$59.4K	﹤0.01%	1208
2025 Q2	$242K	Buy	13,219 +858	+7%	+$15K	﹤0.01%	1219
2025 Q1	$247K	Buy	12,361 +1,330	+12%	+$26.3K	﹤0.01%	1179
2024 Q4	$188K	Buy	11,031 +286	+3%	+$4.98K	﹤0.01%	1290
2024 Q3	$187K	Sell	10,745 -454	-4%	-$8.13K	﹤0.01%	1189
2024 Q2	$200K	Buy	11,199 +257	+2%	+$4.49K	﹤0.01%	1172
2024 Q1	$192K	Sell	10,942 -10,046	-48%	-$162K	﹤0.01%	1105
2023 Q4	$342K	Sell	20,988 -6,253	-23%	-$95.5K	﹤0.01%	1642
2023 Q3	$417K	Buy	27,241 +8,848	+48%	+$133K	﹤0.01%	1467
2023 Q2	$259K	Sell	18,393 -2,515	-12%	-$33.2K	﹤0.01%	1657
2023 Q1	$261K	Sell	20,908 -3,498	-14%	-$43.7K	﹤0.01%	1617
2022 Q4	$287K	Sell	24,406 -1,262	-5%	-$14.9K	﹤0.01%	1517
2022 Q3	$270K	Sell	25,668 -4,140	-14%	-$46.2K	﹤0.01%	1509
2022 Q2	$293K	Buy	29,808 +7,237	+32%	+$78.5K	﹤0.01%	1440
2022 Q1	$243K	Buy	22,571 +5,126	+29%	+$54.9K	﹤0.01%	1509
2021 Q4	$163K	Buy	17,445 +176	+1%	+$1.77K	﹤0.01%	1615
2021 Q3	$176K	Buy	+17,269	New	+$172K	﹤0.01%	1536
2021 Q1	–	Sell	-10,783	Closed	-$89K	–	1549
2020 Q4	$89K	Sell	10,783 -429	-4%	-$3.26K	﹤0.01%	1315
2020 Q3	$67K	Sell	11,212 -796	-7%	-$5.93K	﹤0.01%	1226
2020 Q2	$106K	Buy	+12,008	New	+$102K	﹤0.01%	1187
2019 Q3	–	Sell	-9,058	Closed	-$221K	–	1043
2019 Q2	$221K	Buy	+9,058	New	+$216K	0.01%	864