Cerity Partners’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 | $1.94M | Buy |
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|
2025
Q2 | $1.92M | Sell |
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|
2025
Q1 | $2.3M | Sell |
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|
2024
Q4 | $2.86M | Sell |
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|
2024
Q3 | $3.12M | Buy |
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|
2024
Q2 | $300K | Sell |
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|
2024
Q1 | $451K | Sell |
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|
2023
Q4 | $2.45M | Buy |
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|
2023
Q3 | $2.31M | Buy |
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|
2023
Q2 | $151K | Buy |
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|
2023
Q1 | $131K | Buy |
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|
2022
Q4 | $118K | Sell |
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|
2022
Q3 | $110K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $147K | Buy |
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