Atria Wealth Solutions’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 | $508K | Sell |
27,550
-5,498
| -17% | -$101K | 0.01% | 903 |
|
|
2025
Q1 | $661K | Sell |
33,048
-60,514
| -65% | -$1.21M | 0.01% | 1052 |
|
|
2024
Q4 | $1.6M | Buy |
93,562
+21,969
| +31% | +$375K | 0.02% | 726 |
|
|
2024
Q3 | $1.24M | Buy |
71,593
+422
| +0.6% | +$7.33K | 0.01% | 828 |
|
|
2024
Q2 | $1.27M | Sell |
71,171
-16,173
| -19% | -$289K | 0.01% | 788 |
|
|
2024
Q1 | $1.53M | Buy |
87,344
+13,347
| +18% | +$234K | 0.02% | 722 |
|
|
2023
Q4 | $1.12M | Sell |
73,997
-9,983
| -12% | -$151K | 0.01% | 810 |
|
|
2023
Q3 | $1.29M | Buy |
83,980
+2,057
| +3% | +$31.5K | 0.02% | 712 |
|
|
2023
Q2 | $1.16M | Sell |
81,923
-36,785
| -31% | -$519K | 0.02% | 784 |
|
|
2023
Q1 | $1.48M | Buy |
118,708
+37,146
| +46% | +$463K | 0.02% | 647 |
|
|
2022
Q4 | $959K | Buy |
81,562
+4,240
| +5% | +$49.9K | 0.02% | 764 |
|
|
2022
Q3 | $813K | Buy |
77,322
+62,322
| +415% | +$656K | 0.01% | 789 |
|
|
2022
Q2 | $147K | Sell |
15,000
-22,715
| -60% | -$223K | ﹤0.01% | 1465 |
|
|
2022
Q1 | $406K | Buy |
+37,715
| New | +$406K | 0.01% | 1172 |
|