Avidian Wealth Enterprises’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
Q2 | $660K | Buy |
29,646
+196
| +0.7% | +$4.36K | 0.02% | 415 |
|
|
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 | 0.02% | 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 |
|
Other funds holding PAA
AA
TCA
KACA
Avidian Wealth Enterprises's PAA Position: Q2 2026 in Review
Avidian Wealth Enterprises increased its Plains All American Pipeline (PAA) stake by 0.67% in Q2 2026, buying an estimated $4.36K and bringing the position to 29,646 shares worth $660K. The position accounts for 0.02% of the portfolio, ranked #415.
Avidian Wealth Enterprises first reported a position in PAA in Q4 2013 and has held it in 30 quarters since. The position peaked at $2.04M in Q3 2019. 421 funds tracked by Wall St. Rank hold PAA as of Q2 2026.
- Avidian Wealth Enterprises held 29,646 shares of Plains All American Pipeline worth $660K as of Q2 2026.
- Avidian Wealth Enterprises bought 196 Plains All American Pipeline shares in Q2 2026, an estimated $4.36K.
- Plains All American Pipeline made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #415 holding.
- Avidian Wealth Enterprises first reported a position in Plains All American Pipeline in Q4 2013 and has held it in 30 quarters since.
- Avidian Wealth Enterprises's Plains All American Pipeline position peaked at $2.04M in Q3 2019.
- 421 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.
Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.