Concord Wealth Partners’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 | $4.55K | Hold |
234
| – | – | ﹤0.01% | 645 |
|
|
2025
Q1 | $5K | Sell |
234
-62
| -21% | -$1.32K | ﹤0.01% | 583 |
|
|
2024
Q4 | $5.44K | Hold |
296
| – | – | ﹤0.01% | 593 |
|
|
2024
Q3 | $5.48K | Buy |
+296
| New | +$5.48K | ﹤0.01% | 623 |
|
|
2024
Q2 | – | Sell |
-696
| Closed | -$12.7K | – | 902 |
|
|
2024
Q1 | $12.7K | Buy |
696
+431
| +163% | +$7.87K | ﹤0.01% | 549 |
|
|
2023
Q4 | $4.23K | Sell |
265
-641
| -71% | -$10.2K | ﹤0.01% | 657 |
|
|
2023
Q3 | $14.6K | Hold |
906
| – | – | ﹤0.01% | 563 |
|
|
2023
Q2 | $13.4K | Buy |
906
+22
| +2% | +$326 | ﹤0.01% | 559 |
|
|
2023
Q1 | $11.6K | Sell |
884
-107
| -11% | -$1.4K | ﹤0.01% | 572 |
|
|
2022
Q4 | $12.3K | Buy |
+991
| New | +$12.3K | ﹤0.01% | 608 |
|
|
2022
Q3 | – | Sell |
-846
| Closed | -$9K | – | 829 |
|
|
2022
Q2 | $9K | Hold |
846
| – | – | ﹤0.01% | 706 |
|
|
2022
Q1 | $10K | Hold |
846
| – | – | ﹤0.01% | 785 |
|
|
2021
Q4 | $9K | Sell |
846
-16
| -2% | -$170 | ﹤0.01% | 811 |
|
|
2021
Q3 | $9K | Sell |
862
-138
| -14% | -$1.44K | ﹤0.01% | 485 |
|
|
2021
Q2 | $12K | Sell |
1,000
-293
| -23% | -$3.52K | ﹤0.01% | 598 |
|
|
2021
Q1 | $12K | Sell |
1,293
-42
| -3% | -$390 | ﹤0.01% | 560 |
|
|
2020
Q4 | $11K | Buy |
+1,335
| New | +$11K | 0.01% | 357 |
|