Atria Wealth Solutions’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
2025 Q2	$508K	Sell	27,550 -5,498	-17%	-$96K	0.01%	904
2025 Q1	$661K	Sell	33,048 -60,514	-65%	-$1.2M	0.01%	1059
2024 Q4	$1.6M	Buy	93,562 +21,969	+31%	+$382K	0.02%	729
2024 Q3	$1.24M	Buy	71,593 +422	+0.6%	+$7.55K	0.01%	833
2024 Q2	$1.27M	Sell	71,171 -16,173	-19%	-$282K	0.01%	792
2024 Q1	$1.53M	Buy	87,344 +13,347	+18%	+$215K	0.02%	724
2023 Q4	$1.12M	Sell	73,997 -9,983	-12%	-$152K	0.01%	816
2023 Q3	$1.29M	Buy	83,980 +2,057	+3%	+$30.8K	0.02%	715
2023 Q2	$1.16M	Sell	81,923 -36,785	-31%	-$486K	0.02%	787
2023 Q1	$1.48M	Buy	118,708 +37,146	+46%	+$464K	0.02%	648
2022 Q4	$959K	Buy	81,562 +4,240	+5%	+$50.2K	0.02%	766
2022 Q3	$813K	Buy	77,322 +62,322	+415%	+$696K	0.01%	792
2022 Q2	$147K	Sell	15,000 -22,715	-60%	-$246K	﹤0.01%	1494
2022 Q1	$406K	Buy	+37,715	New	+$404K	0.01%	1173