Carson Wealth (CWM LLC)’s Plains All American Pipeline PAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $157K | Hold |
8,558
| – | – | ﹤0.01% | 2374 |
|
|
2025
Q1 | $171K | Buy |
8,558
+2,090
| +32% | +$41.8K | ﹤0.01% | 2034 |
|
|
2024
Q4 | $110K | Buy |
6,468
+845
| +15% | +$14.4K | ﹤0.01% | 2220 |
|
|
2024
Q3 | $98K | Buy |
5,623
+9
| +0.2% | +$157 | ﹤0.01% | 2199 |
|
|
2024
Q2 | $100K | Sell |
5,614
-285
| -5% | -$5.08K | ﹤0.01% | 1975 |
|
|
2024
Q1 | $104K | Buy |
5,899
+11
| +0.2% | +$194 | ﹤0.01% | 1861 |
|
|
2023
Q4 | $89K | Sell |
5,888
-182
| -3% | -$2.75K | ﹤0.01% | 1831 |
|
|
2023
Q3 | $93K | Buy |
6,070
+9
| +0.1% | +$138 | ﹤0.01% | 1673 |
|
|
2023
Q2 | $85K | Buy |
6,061
+190
| +3% | +$2.67K | ﹤0.01% | 1651 |
|
|
2023
Q1 | $73K | Hold |
5,871
| – | – | ﹤0.01% | 1659 |
|
|
2022
Q4 | $69K | Buy |
5,871
+211
| +4% | +$2.48K | ﹤0.01% | 1557 |
|
|
2022
Q3 | $60K | Hold |
5,660
| – | – | ﹤0.01% | 1585 |
|
|
2022
Q2 | $56K | Hold |
5,660
| – | – | ﹤0.01% | 1575 |
|
|
2022
Q1 | $61K | Hold |
5,660
| – | – | ﹤0.01% | 1516 |
|
|
2021
Q4 | $53K | Buy |
+5,660
| New | +$53K | ﹤0.01% | 1544 |
|
|
2021
Q2 | $64K | Hold |
5,660
| – | – | ﹤0.01% | 1295 |
|
|
2021
Q1 | $64K | Hold |
5,660
| – | – | ﹤0.01% | 1295 |
|
|
2020
Q4 | $64K | Hold |
5,660
| – | – | ﹤0.01% | 1295 |
|
|
2020
Q3 | $64K | Hold |
5,660
| – | – | ﹤0.01% | 1295 |
|
|
2020
Q2 | $64K | Hold |
5,660
| – | – | ﹤0.01% | 1295 |
|
|
2020
Q1 | $64K | Hold |
5,660
| – | – | ﹤0.01% | 1295 |
|
|
2019
Q4 | $64K | Hold |
5,660
| – | – | ﹤0.01% | 1295 |
|
|
2019
Q3 | $64K | Hold |
5,660
| – | – | ﹤0.01% | 1295 |
|
|
2019
Q2 | $64K | Hold |
5,660
| – | – | ﹤0.01% | 1295 |
|
|
2019
Q1 | $64K | Buy |
+5,660
| New | +$64K | ﹤0.01% | 1295 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$6K | – | 1273 |
|
|
2016
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 822 |
|
|
2016
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 799 |
|
|
2016
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 627 |
|
|
2016
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 626 |
|
|
2015
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 523 |
|
|
2015
Q3 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 484 |
|