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CWM
Cornerstone Wealth Management’s
Plains All American Pipeline
PAA
Stock Holding History
Cornerstone Wealth Management’s Portfolio
PAA Stock Details
PAA Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$849K
Sell
38,025
-299
-0.8%
-$6.08K
0.04%
336
2025
Q4
$688K
Buy
38,324
+8,288
+28%
+$141K
0.04%
355
2025
Q3
$512K
Hold
30,036
–
–
0.03%
411
2025
Q2
$550K
Buy
30,036
+1
+0%
+$17
0.03%
372
2025
Q1
$601K
Buy
30,035
+1
+0%
+$20
0.04%
331
2024
Q4
$513K
Sell
30,034
-200
-0.7%
-$3.48K
0.03%
352
2024
Q3
$525K
Buy
30,234
+14,930
+98%
+$267K
0.04%
341
2024
Q2
$273K
Buy
15,304
+4
+0%
+$70
0.02%
453
2024
Q1
$269K
Buy
15,300
+4
+0%
+$65
0.02%
450
2023
Q4
$232K
Sell
15,296
-246
-2%
-$3.76K
0.02%
469
2023
Q3
$238K
Buy
15,542
+4
+0%
+$60
0.02%
472
2023
Q2
$219K
Buy
+15,538
New
+$205K
0.02%
468
2022
Q3
–
Sell
-10,793
Closed
-$106K
–
455
2022
Q2
$106K
Buy
+10,793
New
+$117K
0.01%
433
2021
Q1
–
Sell
-4,112
Closed
-$34K
–
480
2020
Q4
$34K
Buy
4,112
+1,664
+68%
+$12.6K
﹤0.01%
417
2020
Q3
$15K
Buy
+2,448
New
+$18.3K
﹤0.01%
386
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1-Year Est. Return
TCA
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$9.6B AUM
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1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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