Belpointe Asset Management’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 | $198K | Buy |
10,816
+18
| +0.2% | +$330 | 0.01% | 888 |
|
2025
Q1 | $216K | Buy |
+10,798
| New | +$216K | 0.01% | 838 |
|
2023
Q2 | – | Sell |
-20,613
| Closed | -$257K | – | 2485 |
|
2023
Q1 | $257K | Buy |
20,613
+56
| +0.3% | +$698 | 0.01% | 821 |
|
2022
Q4 | $242K | Buy |
20,557
+1,287
| +7% | +$15.1K | 0.01% | 808 |
|
2022
Q3 | $203K | Sell |
19,270
-1,648
| -8% | -$17.4K | 0.01% | 830 |
|
2022
Q2 | $205K | Hold |
20,918
| – | – | 0.01% | 816 |
|
2022
Q1 | $225K | Hold |
20,918
| – | – | 0.01% | 860 |
|
2021
Q4 | $195K | Hold |
20,918
| – | – | 0.01% | 909 |
|
2021
Q3 | $213K | Buy |
20,918
+361
| +2% | +$3.68K | 0.01% | 824 |
|
2021
Q2 | $234K | Buy |
20,557
+807
| +4% | +$9.19K | 0.02% | 776 |
|
2021
Q1 | $180K | Sell |
19,750
-700
| -3% | -$6.38K | 0.02% | 791 |
|
2020
Q4 | $169K | Buy |
20,450
+600
| +3% | +$4.96K | 0.02% | 756 |
|
2020
Q3 | $119K | Hold |
19,850
| – | – | 0.01% | 711 |
|
2020
Q2 | $175K | Buy |
19,850
+300
| +2% | +$2.65K | 0.02% | 560 |
|
2020
Q1 | $103K | Hold |
19,550
| – | – | 0.02% | 605 |
|
2019
Q4 | $360K | Buy |
19,550
+469
| +2% | +$8.64K | 0.05% | 402 |
|
2019
Q3 | $396K | Sell |
19,081
-1,317
| -6% | -$27.3K | 0.06% | 335 |
|
2019
Q2 | $497K | Sell |
20,398
-380
| -2% | -$9.26K | 0.1% | 230 |
|
2019
Q1 | $510K | Buy |
20,778
+730
| +4% | +$17.9K | 0.1% | 163 |
|
2018
Q4 | $402K | Buy |
+20,048
| New | +$402K | 0.1% | 217 |
|