AE Wealth Management’s Plains All American Pipeline PAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
13,219
+858
| +7% | +$15.7K | ﹤0.01% | 1219 |
|
|
2025
Q1 | $247K | Buy |
12,361
+1,330
| +12% | +$26.6K | ﹤0.01% | 1179 |
|
|
2024
Q4 | $188K | Buy |
11,031
+286
| +3% | +$4.89K | ﹤0.01% | 1290 |
|
|
2024
Q3 | $187K | Sell |
10,745
-454
| -4% | -$7.89K | ﹤0.01% | 1189 |
|
|
2024
Q2 | $200K | Buy |
11,199
+257
| +2% | +$4.59K | ﹤0.01% | 1171 |
|
|
2024
Q1 | $192K | Sell |
10,942
-10,046
| -48% | -$176K | ﹤0.01% | 1105 |
|
|
2023
Q4 | $342K | Sell |
20,988
-6,253
| -23% | -$102K | ﹤0.01% | 1639 |
|
|
2023
Q3 | $417K | Buy |
27,241
+8,848
| +48% | +$136K | ﹤0.01% | 1465 |
|
|
2023
Q2 | $259K | Sell |
18,393
-2,515
| -12% | -$35.5K | ﹤0.01% | 1654 |
|
|
2023
Q1 | $261K | Sell |
20,908
-3,498
| -14% | -$43.6K | ﹤0.01% | 1615 |
|
|
2022
Q4 | $287K | Sell |
24,406
-1,262
| -5% | -$14.8K | ﹤0.01% | 1514 |
|
|
2022
Q3 | $270K | Sell |
25,668
-4,140
| -14% | -$43.5K | ﹤0.01% | 1506 |
|
|
2022
Q2 | $293K | Buy |
29,808
+7,237
| +32% | +$71.1K | ﹤0.01% | 1436 |
|
|
2022
Q1 | $243K | Buy |
22,571
+5,126
| +29% | +$55.2K | ﹤0.01% | 1505 |
|
|
2021
Q4 | $163K | Buy |
17,445
+176
| +1% | +$1.64K | ﹤0.01% | 1615 |
|
|
2021
Q3 | $176K | Buy |
+17,269
| New | +$176K | ﹤0.01% | 1532 |
|
|
2021
Q1 | – | Sell |
-10,783
| Closed | -$89K | – | 1529 |
|
|
2020
Q4 | $89K | Sell |
10,783
-429
| -4% | -$3.54K | ﹤0.01% | 1312 |
|
|
2020
Q3 | $67K | Sell |
11,212
-796
| -7% | -$4.76K | ﹤0.01% | 1222 |
|
|
2020
Q2 | $106K | Buy |
+12,008
| New | +$106K | ﹤0.01% | 1183 |
|
|
2019
Q3 | – | Sell |
-9,058
| Closed | -$221K | – | 1034 |
|
|
2019
Q2 | $221K | Buy |
+9,058
| New | +$221K | 0.01% | 864 |
|