Caldwell Trust’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
$37.6K Buy
2023
Q2
Sell
2023
Q1
$3.74K Hold
2022
Q4
$3.53K Buy
2020
Q3
Sell
2020
Q2
$2.65K Hold
2020
Q1
$1.58K Hold
2019
Q4
$5.52K Buy