Avidian Wealth Enterprises’s Plains All American Pipeline PAA Stock Holding History

Avidian Wealth Enterprises’s Portfolio PAA Stock Details PAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$658K	Buy	29,450 +1,495	+5%	+$30.4K	0.02%	385
2025 Q4	$502K	Hold	27,955	–	–	0.02%	375
2025 Q3	$477K	Hold	27,955	–	–	0.02%	377
2025 Q2	$512K	Sell	27,955 -911	-3%	-$15.9K	0.02%	329
2025 Q1	$577K	Buy	28,866 +911	+3%	+$18K	0.03%	286
2024 Q4	$477K	Hold	27,955	–	–	0.02%	300
2024 Q3	$486K	Hold	27,955	–	–	0.02%	300
2024 Q2	$499K	Buy	27,955 +36	+0.1%	+$629	0.02%	296
2024 Q1	$490K	Sell	27,919 -61	-0.2%	-$985	0.03%	269
2023 Q4	$424K	Buy	27,980 +33	+0.1%	+$504	0.03%	288
2023 Q3	$428K	Buy	27,947 +5,297	+23%	+$79.4K	0.03%	277
2023 Q2	$319K	Sell	22,650 -5,428	-19%	-$71.7K	0.02%	334
2023 Q1	$350K	Buy	28,078 +3,858	+16%	+$48.2K	0.02%	359
2022 Q4	$285K	Buy	24,220 +123	+0.5%	+$1.46K	0.02%	368
2022 Q3	$253K	Buy	24,097 +132	+0.6%	+$1.47K	0.02%	359
2022 Q2	$235K	Buy	23,965 +137	+0.6%	+$1.49K	0.02%	395
2022 Q1	$256K	Buy	23,828 +5,309	+29%	+$56.9K	0.02%	415
2021 Q4	$173K	Buy	18,519 +83	+0.5%	+$834	0.01%	500
2021 Q3	$187K	Sell	18,436 -745	-4%	-$7.4K	0.01%	361
2021 Q2	$218K	Buy	19,181 +558	+3%	+$5.73K	0.02%	359
2021 Q1	$169K	Buy	18,623 +5,723	+44%	+$52.3K	0.01%	350
2020 Q4	$106K	Buy	+12,900	New	+$98.1K	0.01%	323
2020 Q3	–	Sell	-111,142	Closed	-$982K	–	294
2020 Q2	$982K	Buy	111,142 +358	+0.3%	+$3.04K	0.13%	92
2020 Q1	$585K	Buy	110,784 +25,650	+30%	+$352K	0.09%	98
2019 Q4	$1.57M	Sell	85,134 -13,157	-13%	-$242K	0.22%	48
2019 Q3	$2.04M	Buy	+98,291	New	+$2.22M	0.34%	34
2015 Q1	–	Sell	-8,079	Closed	-$415K	–	45
2014 Q4	$415K	Buy	+8,079	New	+$429K	0.17%	21
2014 Q3	–	Sell	-8,079	Closed	-$485K	–	46
2014 Q2	$485K	Buy	+8,079	New	+$460K	0.18%	30
2014 Q1	–	Sell	-9,052	Closed	-$464K	–	21
2013 Q4	$464K	Buy	+9,052	New	+$462K	0.43%	17