Beverly Hills Private Wealth’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
$191K Hold
10,434
0.04% 326
2025
Q1
$209K Buy
10,434
+119
+1% +$2.38K 0.04% 325
2024
Q4
$176K Buy
10,315
+113
+1% +$1.93K 0.04% 323
2024
Q3
$177K Buy
10,202
+110
+1% +$1.91K 0.04% 325
2024
Q2
$180K Buy
+10,092
New +$180K 0.04% 339