Geller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $773K | Hold |
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|
2024
Q3 | $786K | Hold |
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|
2024
Q2 | $809K | Hold |
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|
2024
Q1 | $795K | Hold |
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|
2023
Q4 | $686K | Hold |
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|
2023
Q3 | $694K | Hold |
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|
2023
Q2 | $638K | Hold |
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|
2023
Q1 | $565K | Hold |
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|
2022
Q4 | $532K | Hold |
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|
2022
Q3 | $476K | Hold |
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|
2022
Q2 | $445K | Hold |
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|
2022
Q1 | $487K | Hold |
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|
2021
Q4 | $423K | Hold |
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|
2021
Q3 | $460K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $575K | Hold |
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|
2015
Q3 | $757K | Hold |
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|
2015
Q2 | $1.08M | Buy |
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|
2015
Q1 | $1.13M | Buy |
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|
2014
Q4 | $687K | Sell |
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|
2014
Q3 | $790K | Buy |
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|
2014
Q2 | $804K | Hold |
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|
2014
Q1 | $738K | Hold |
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|
2013
Q4 | $693K | Buy |
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|
2013
Q3 | $662K | Buy |
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|
2013
Q2 | $623K | Buy |
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