Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.15M | Buy |
51,715
+208
| +0.4% | +$4.23K | ﹤0.01% | 1457 |
|
|
2025
Q4 | $925K | Buy |
51,507
+14,814
| +40% | +$252K | ﹤0.01% | 1541 |
|
|
2025
Q3 | $626K | Buy |
36,693
+28,135
| +329% | +$504K | ﹤0.01% | 1678 |
|
|
2025
Q2 | $157K | Hold |
8,558
| – | – | ﹤0.01% | 2376 |
|
|
2025
Q1 | $171K | Buy |
8,558
+2,090
| +32% | +$41.3K | ﹤0.01% | 2036 |
|
|
2024
Q4 | $110K | Buy |
6,468
+845
| +15% | +$14.7K | ﹤0.01% | 2222 |
|
|
2024
Q3 | $98K | Buy |
5,623
+9
| +0.2% | +$161 | ﹤0.01% | 2201 |
|
|
2024
Q2 | $100K | Sell |
5,614
-285
| -5% | -$4.98K | ﹤0.01% | 1977 |
|
|
2024
Q1 | $104K | Buy |
5,899
+11
| +0.2% | +$178 | ﹤0.01% | 1863 |
|
|
2023
Q4 | $89K | Sell |
5,888
-182
| -3% | -$2.78K | ﹤0.01% | 1833 |
|
|
2023
Q3 | $93K | Buy |
6,070
+9
| +0.1% | +$135 | ﹤0.01% | 1674 |
|
|
2023
Q2 | $85K | Buy |
6,061
+190
| +3% | +$2.51K | ﹤0.01% | 1653 |
|
|
2023
Q1 | $73K | Hold |
5,871
| – | – | ﹤0.01% | 1660 |
|
|
2022
Q4 | $69K | Buy |
5,871
+211
| +4% | +$2.5K | ﹤0.01% | 1559 |
|
|
2022
Q3 | $60K | Hold |
5,660
| – | – | ﹤0.01% | 1587 |
|
|
2022
Q2 | $56K | Hold |
5,660
| – | – | ﹤0.01% | 1577 |
|
|
2022
Q1 | $61K | Hold |
5,660
| – | – | ﹤0.01% | 1518 |
|
|
2021
Q4 | $53K | Buy |
+5,660
| New | +$56.9K | ﹤0.01% | 1546 |
|
|
2021
Q2 | $64K | Hold |
5,660
| – | – | ﹤0.01% | 1297 |
|
|
2021
Q1 | $64K | Hold |
5,660
| – | – | ﹤0.01% | 1297 |
|
|
2020
Q4 | $64K | Hold |
5,660
| – | – | ﹤0.01% | 1297 |
|
|
2020
Q3 | $64K | Hold |
5,660
| – | – | ﹤0.01% | 1297 |
|
|
2020
Q2 | $64K | Hold |
5,660
| – | – | ﹤0.01% | 1296 |
|
|
2020
Q1 | $64K | Hold |
5,660
| – | – | ﹤0.01% | 1296 |
|
|
2019
Q4 | $64K | Hold |
5,660
| – | – | ﹤0.01% | 1296 |
|
|
2019
Q3 | $64K | Hold |
5,660
| – | – | ﹤0.01% | 1296 |
|
|
2019
Q2 | $64K | Hold |
5,660
| – | – | ﹤0.01% | 1296 |
|
|
2019
Q1 | $64K | Buy |
+5,660
| New | +$134K | ﹤0.01% | 1296 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$6K | – | 1274 |
|
|
2016
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 823 |
|
|
2016
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 800 |
|
|
2016
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 630 |
|
|
2016
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 627 |
|
|
2015
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 524 |
|
|
2015
Q3 | $6K | Buy |
+200
| New | +$7.31K | ﹤0.01% | 486 |
|
Other funds holding PAA
AA
TCA
KACA
