CWP
CFM Wealth Partners’s Plains All American Pipeline PAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Hold |
19,051
| – | – | 0.06% | 111 |
|
|
2025
Q1 | $381K | Hold |
19,051
| – | – | 0.07% | 108 |
|
|
2024
Q4 | $325K | Sell |
19,051
-4,765
| -20% | -$81.4K | 0.05% | 112 |
|
|
2024
Q3 | $414K | Hold |
23,816
| – | – | 0.07% | 110 |
|
|
2024
Q2 | $425K | Hold |
23,816
| – | – | 0.08% | 106 |
|
|
2024
Q1 | $418K | Hold |
23,816
| – | – | 0.08% | 113 |
|
|
2023
Q4 | $361K | Buy |
+23,816
| New | +$361K | 0.08% | 126 |
|
|
2023
Q3 | – | Sell |
-23,780
| Closed | -$335K | – | 154 |
|
|
2023
Q2 | $335K | Buy |
+23,780
| New | +$335K | 0.08% | 134 |
|
|
2023
Q1 | – | Sell |
-22,293
| Closed | -$262K | – | 163 |
|
|
2022
Q4 | $262K | Buy |
+22,293
| New | +$262K | 0.08% | 142 |
|
|
2022
Q3 | – | Sell |
-22,293
| Closed | -$219K | – | 163 |
|
|
2022
Q2 | $219K | Hold |
22,293
| – | – | 0.07% | 155 |
|
|
2022
Q1 | $240K | Hold |
22,293
| – | – | 0.06% | 168 |
|
|
2021
Q4 | $219K | Buy |
22,293
+34
| +0.2% | +$334 | 0.05% | 171 |
|
|
2021
Q3 | $226K | Buy |
+22,259
| New | +$226K | 0.06% | 168 |
|