Baldwin Wealth Partners’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
Q3 | $365K | Sell |
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|
2025
Q2 | $484K | Hold |
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|
2025
Q1 | $528K | Hold |
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|
2024
Q4 | $451K | Sell |
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|
2024
Q3 | $463K | Hold |
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|
2024
Q2 | $476K | Hold |
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|
2024
Q1 | $468K | Hold |
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|
2023
Q4 | $404K | Hold |
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|
2023
Q3 | $408K | Hold |
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|
2023
Q2 | $376K | Hold |
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|
2023
Q1 | $332K | Sell |
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|
2022
Q4 | $317K | Sell |
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|
2022
Q3 | $288K | Hold |
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|
2022
Q2 | $269K | Hold |
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|
2022
Q1 | $294K | Hold |
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|
2021
Q4 | $256K | Hold |
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|
2021
Q3 | $278K | Hold |
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|
2021
Q2 | $311K | Hold |
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|
2021
Q1 | $249K | Hold |
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|
2020
Q4 | $225K | Hold |
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|
2020
Q3 | $164K | Hold |
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|
2020
Q2 | $242K | Buy |
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|
2020
Q1 | $141K | Buy |
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|
2019
Q4 | $474K | Hold |
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|
2019
Q3 | $534K | Sell |
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|
2019
Q2 | $784K | Sell |
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|
2019
Q1 | $800K | Sell |
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|
2018
Q4 | $856K | Sell |
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|
2018
Q3 | $1.1M | Sell |
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|
2018
Q2 | $1.04M | Buy |
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|
2018
Q1 | $829K | Hold |
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|
2017
Q4 | $776K | Buy |
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|
2017
Q3 | $755K | Buy |
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|
2017
Q2 | $673K | Sell |
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|
2017
Q1 | $813K | Buy |
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|
2016
Q4 | $695K | Buy |
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|
2016
Q3 | $644K | Hold |
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|
2016
Q2 | $564K | Sell |
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|
2016
Q1 | $451K | Sell |
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|
2015
Q4 | $2.3M | Sell |
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|
2015
Q3 | $4.41M | Sell |
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|
2015
Q2 | $8.8M | Sell |
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|
2015
Q1 | $9.9M | Buy |
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|
2014
Q4 | $9.89M | Buy |
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|
2014
Q3 | $11.1M | Buy |
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|
2014
Q2 | $11.2M | Buy |
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|
2014
Q1 | $9.96M | Sell |
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|
2013
Q4 | $9.62M | Buy |
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|
2013
Q3 | $9.59M | Sell |
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|
2013
Q2 | $10.2M | Buy |
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