Bartlett & Co Wealth Management’s Plains GP Holdings PAGP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $117K | Hold |
6,000
| – | – | ﹤0.01% | 520 |
|
2025
Q1 | $128K | Hold |
6,000
| – | – | ﹤0.01% | 505 |
|
2024
Q4 | $110K | Hold |
6,000
| – | – | ﹤0.01% | 528 |
|
2024
Q3 | $111K | Hold |
6,000
| – | – | ﹤0.01% | 530 |
|
2024
Q2 | $113K | Hold |
6,000
| – | – | ﹤0.01% | 525 |
|
2024
Q1 | $110K | Hold |
6,000
| – | – | ﹤0.01% | 538 |
|
2023
Q4 | $95.5K | Hold |
6,000
| – | – | ﹤0.01% | 583 |
|
2023
Q3 | $96.7K | Hold |
6,000
| – | – | ﹤0.01% | 547 |
|
2023
Q2 | $89K | Buy |
+6,000
| New | +$89K | ﹤0.01% | 564 |
|
2021
Q1 | – | Sell |
-129
| Closed | -$1.09K | – | 1169 |
|
2020
Q4 | $1.09K | Buy |
+129
| New | +$1.09K | ﹤0.01% | 1030 |
|