CFM Wealth 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
2026 Q1	$414K	Sell	18,556 -495	-3%	-$10.1K	0.06%	114
2025 Q4	$342K	Hold	19,051	–	–	0.05%	119
2025 Q3	$325K	Hold	19,051	–	–	0.05%	122
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%	-$82.9K	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	+$364K	0.08%	126
2023 Q3	–	Sell	-23,780	Closed	-$335K	–	154
2023 Q2	$335K	Buy	+23,780	New	+$314K	0.08%	134
2023 Q1	–	Sell	-22,293	Closed	-$262K	–	164
2022 Q4	$262K	Buy	+22,293	New	+$264K	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%	+$342	0.05%	171
2021 Q3	$226K	Buy	+22,259	New	+$221K	0.06%	168