Exencial Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $698K | Buy |
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|
2025
Q2 | $738K | Hold |
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|
2025
Q1 | $806K | Buy |
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|
2024
Q4 | $688K | Hold |
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|
2024
Q3 | $700K | Buy |
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|
2024
Q2 | $720K | Sell |
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|
2024
Q1 | $718K | Buy |
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|
2023
Q4 | $619K | Buy |
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|
2023
Q3 | $625K | Buy |
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|
2023
Q2 | $568K | Sell |
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|
2023
Q1 | $545K | Buy |
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|
2022
Q4 | $514K | Hold |
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|
2022
Q3 | $460K | Sell |
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|
2022
Q2 | $445K | Buy |
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|
2022
Q1 | $431K | Buy |
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|
2021
Q4 | $374K | Hold |
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|
2021
Q3 | $408K | Buy |
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|
2021
Q2 | $455K | Hold |
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|
2021
Q1 | $364K | Hold |
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|
2020
Q4 | $330K | Hold |
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|
2020
Q3 | $240K | Hold |
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|
2020
Q2 | $354K | Buy |
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|
2020
Q1 | $104K | Hold |
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|
2019
Q4 | $362K | Hold |
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|
2019
Q3 | $409K | Sell |
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|
2019
Q2 | $784K | Hold |
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|
2019
Q1 | $789K | Hold |
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|
2018
Q4 | $645K | Hold |
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|
2018
Q3 | $805K | Buy |
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|
2018
Q2 | $267K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $275K | Sell |
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|
2015
Q1 | $490K | Buy |
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|
2014
Q4 | $405K | Buy |
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|
2014
Q3 | $465K | Sell |
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|
2014
Q2 | $465K | Buy |
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|
2014
Q1 | $449K | Buy |
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|
2013
Q4 | $409K | Buy |
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|
2013
Q3 | $412K | Buy |
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|
2013
Q2 | $427K | Buy |
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