Bard Financial Services’s Plains GP Holdings PAGP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.43M	Buy	297,675 +1,000	+0.3%	+$19.1K	0.6%	47
2025 Q2	$5.76M	Sell	296,675 -50	-0%	-$931	0.69%	43
2025 Q1	$6.34M	Buy	296,725 +15,250	+5%	+$321K	0.78%	39
2024 Q4	$5.17M	Buy	281,475 +500	+0.2%	+$9.29K	0.62%	47
2024 Q3	$5.2M	Sell	280,975 -13,375	-5%	-$254K	0.61%	43
2024 Q2	$5.54M	Buy	294,350 +3,650	+1%	+$67K	0.57%	45
2024 Q1	$5.31M	Sell	290,700 -53,250	-15%	-$898K	0.56%	48
2023 Q4	$5.49M	Sell	343,950 -30,800	-8%	-$486K	0.62%	45
2023 Q3	$6.04M	Sell	374,750 -13,775	-4%	-$217K	0.75%	39
2023 Q2	$5.76M	Sell	388,525 -24,900	-6%	-$344K	0.44%	64
2023 Q1	$5.42M	Sell	413,425 -39,350	-9%	-$516K	0.43%	61
2022 Q4	$5.63M	Sell	452,775 -7,550	-2%	-$94.1K	0.48%	53
2022 Q3	$5.02M	Buy	460,325 +1,000	+0.2%	+$11.5K	0.47%	54
2022 Q2	$4.74M	Sell	459,325 -21,600	-4%	-$248K	0.43%	56
2022 Q1	$5.55M	Sell	480,925 -17,800	-4%	-$205K	0.45%	56
2021 Q4	$5.06M	Buy	498,725 +4,100	+0.8%	+$44.2K	0.41%	61
2021 Q3	$5.33M	Buy	494,625 +13,725	+3%	+$144K	0.47%	58
2021 Q2	$5.74M	Buy	480,900 +8,925	+2%	+$95.1K	0.51%	55
2021 Q1	$4.44M	Buy	471,975 +29,000	+7%	+$271K	0.43%	63
2020 Q4	$3.74M	Buy	+442,975	New	+$3.44M	0.37%	71