FMWA
Forvis Mazars Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.33M | Hold |
181,567
| – | – | 0.07% | 116 |
|
|
2025
Q1 | $3.63M | Hold |
181,567
| – | – | 0.09% | 110 |
|
|
2024
Q4 | $3.1M | Sell |
181,567
-2,200
| -1% | -$37.6K | 0.07% | 127 |
|
|
2024
Q3 | $3.19M | Hold |
183,767
| – | – | 0.07% | 128 |
|
|
2024
Q2 | $3.28M | Hold |
183,767
| – | – | 0.08% | 121 |
|
|
2024
Q1 | $3.23M | Buy |
+183,767
| New | +$3.23M | 0.08% | 120 |
|
|
2023
Q4 | – | Sell |
-10,109
| Closed | -$155K | – | 395 |
|
|
2023
Q3 | $155K | Hold |
10,109
| – | – | ﹤0.01% | 381 |
|
|
2023
Q2 | $143K | Hold |
10,109
| – | – | ﹤0.01% | 402 |
|
|
2023
Q1 | $126K | Hold |
10,109
| – | – | ﹤0.01% | 402 |
|
|
2022
Q4 | $119K | Hold |
10,109
| – | – | ﹤0.01% | 382 |
|
|
2022
Q3 | $106K | Hold |
10,109
| – | – | ﹤0.01% | 380 |
|
|
2022
Q2 | $99K | Hold |
10,109
| – | – | ﹤0.01% | 386 |
|
|
2022
Q1 | $109K | Sell |
10,109
-1,891
| -16% | -$20.4K | ﹤0.01% | 296 |
|
|
2021
Q4 | $112K | Sell |
12,000
-300
| -2% | -$2.8K | ﹤0.01% | 283 |
|
|
2021
Q3 | $125K | Buy |
+12,300
| New | +$125K | 0.01% | 270 |
|