Avidian Wealth Enterprises’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 | $512K | Sell |
27,955
-911
| -3% | -$16.7K | 0.02% | 328 |
|
|
2025
Q1 | $577K | Buy |
28,866
+911
| +3% | +$18.2K | 0.03% | 286 |
|
|
2024
Q4 | $477K | Hold |
27,955
| – | – | 0.02% | 300 |
|
|
2024
Q3 | $486K | Hold |
27,955
| – | – | 0.02% | 299 |
|
|
2024
Q2 | $499K | Buy |
27,955
+36
| +0.1% | +$643 | 0.02% | 286 |
|
|
2024
Q1 | $490K | Sell |
27,919
-61
| -0.2% | -$1.07K | 0.02% | 265 |
|
|
2023
Q4 | $424K | Buy |
27,980
+33
| +0.1% | +$500 | 0.03% | 286 |
|
|
2023
Q3 | $428K | Buy |
27,947
+5,297
| +23% | +$81.2K | 0.03% | 277 |
|
|
2023
Q2 | $319K | Sell |
22,650
-5,428
| -19% | -$76.5K | 0.02% | 333 |
|
|
2023
Q1 | $350K | Buy |
28,078
+3,858
| +16% | +$48.1K | 0.02% | 358 |
|
|
2022
Q4 | $285K | Buy |
24,220
+123
| +0.5% | +$1.45K | 0.02% | 366 |
|
|
2022
Q3 | $253K | Buy |
24,097
+132
| +0.6% | +$1.39K | 0.02% | 359 |
|
|
2022
Q2 | $235K | Buy |
23,965
+137
| +0.6% | +$1.34K | 0.02% | 394 |
|
|
2022
Q1 | $256K | Buy |
23,828
+5,309
| +29% | +$57K | 0.02% | 407 |
|
|
2021
Q4 | $173K | Buy |
18,519
+83
| +0.5% | +$775 | 0.01% | 491 |
|
|
2021
Q3 | $187K | Sell |
18,436
-745
| -4% | -$7.56K | 0.01% | 358 |
|
|
2021
Q2 | $218K | Buy |
19,181
+558
| +3% | +$6.34K | 0.02% | 352 |
|
|
2021
Q1 | $169K | Buy |
18,623
+5,723
| +44% | +$51.9K | 0.01% | 346 |
|
|
2020
Q4 | $106K | Buy |
+12,900
| New | +$106K | 0.01% | 310 |
|
|
2020
Q3 | – | Sell |
-111,142
| Closed | -$982K | – | 283 |
|
|
2020
Q2 | $982K | Buy |
111,142
+358
| +0.3% | +$3.16K | 0.13% | 92 |
|
|
2020
Q1 | $585K | Buy |
110,784
+25,650
| +30% | +$135K | 0.09% | 97 |
|
|
2019
Q4 | $1.57M | Sell |
85,134
-13,157
| -13% | -$242K | 0.22% | 48 |
|
|
2019
Q3 | $2.04M | Buy |
+98,291
| New | +$2.04M | 0.34% | 34 |
|
|
2015
Q1 | – | Sell |
-8,079
| Closed | -$415K | – | 45 |
|
|
2014
Q4 | $415K | Buy |
+8,079
| New | +$415K | 0.17% | 21 |
|
|
2014
Q3 | – | Sell |
-8,079
| Closed | -$485K | – | 46 |
|
|
2014
Q2 | $485K | Buy |
+8,079
| New | +$485K | 0.18% | 30 |
|
|
2014
Q1 | – | Sell |
-9,052
| Closed | -$464K | – | 21 |
|
|
2013
Q4 | $464K | Buy |
+9,052
| New | +$464K | 0.43% | 17 |
|