Carson Wealth (CWM LLC)’s Plains GP Holdings PAGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56K | Buy |
2,883
+2,300
| +395% | +$44.7K | ﹤0.01% | 3190 |
|
|
2025
Q1 | $12K | Hold |
583
| – | – | ﹤0.01% | 4009 |
|
|
2024
Q4 | $11K | Sell |
583
-43
| -7% | -$811 | ﹤0.01% | 3818 |
|
|
2024
Q3 | $12K | Sell |
626
-2,402
| -79% | -$46K | ﹤0.01% | 3683 |
|
|
2024
Q2 | $57K | Buy |
3,028
+1,147
| +61% | +$21.6K | ﹤0.01% | 2385 |
|
|
2024
Q1 | $34K | Buy |
+1,881
| New | +$34K | ﹤0.01% | 2556 |
|
|
2017
Q3 | – | Sell |
-75
| Closed | -$2K | – | 1537 |
|
|
2017
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 1022 |
|
|
2017
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 998 |
|
|
2016
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 932 |
|
|
2016
Q3 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 882 |
|