Corient Private Wealth’s Plains All American Pipeline PAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.44M | Buy |
460,632
+218,606
| +90% | +$4M | 0.01% | 605 |
|
|
2025
Q1 | $4.84M | Sell |
242,026
-185,656
| -43% | -$3.71M | 0.01% | 689 |
|
|
2024
Q4 | $3.49M | Buy |
427,682
+25,263
| +6% | +$206K | 0.01% | 808 |
|
|
2024
Q3 | $6.99M | Sell |
402,419
-4,815
| -1% | -$83.6K | 0.01% | 639 |
|
|
2024
Q2 | $7.27M | Sell |
407,234
-9,188
| -2% | -$164K | 0.01% | 603 |
|
|
2024
Q1 | $7.31M | Buy |
416,422
+37,506
| +10% | +$658K | 0.01% | 602 |
|
|
2023
Q4 | $5.74M | Buy |
378,916
+9,500
| +3% | +$144K | 0.01% | 665 |
|
|
2023
Q3 | $5.66M | Sell |
369,416
-7,988
| -2% | -$122K | 0.01% | 611 |
|
|
2023
Q2 | $5.32M | Buy |
377,404
+27,175
| +8% | +$383K | 0.01% | 614 |
|
|
2023
Q1 | $4.37M | Buy |
350,229
+16,708
| +5% | +$208K | 0.01% | 627 |
|
|
2022
Q4 | $3.92M | Buy |
+333,521
| New | +$3.92M | 0.01% | 550 |
|