GA
Geller Advisors’s Plains All American Pipeline PAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $773K | Hold |
45,275
| – | – | 0.05% | 86 |
|
|
2024
Q3 | $786K | Hold |
45,275
| – | – | 0.05% | 92 |
|
|
2024
Q2 | $809K | Hold |
45,275
| – | – | 0.06% | 92 |
|
|
2024
Q1 | $795K | Hold |
45,275
| – | – | 0.06% | 90 |
|
|
2023
Q4 | $686K | Hold |
45,275
| – | – | 0.07% | 94 |
|
|
2023
Q3 | $694K | Hold |
45,275
| – | – | 0.08% | 75 |
|
|
2023
Q2 | $638K | Hold |
45,275
| – | – | 0.08% | 87 |
|
|
2023
Q1 | $565K | Hold |
45,275
| – | – | 0.08% | 58 |
|
|
2022
Q4 | $532K | Hold |
45,275
| – | – | 0.09% | 50 |
|
|
2022
Q3 | $476K | Hold |
45,275
| – | – | 0.1% | 50 |
|
|
2022
Q2 | $445K | Hold |
45,275
| – | – | 0.09% | 57 |
|
|
2022
Q1 | $487K | Hold |
45,275
| – | – | 0.09% | 59 |
|
|
2021
Q4 | $423K | Hold |
45,275
| – | – | 0.08% | 74 |
|
|
2021
Q3 | $460K | Buy |
+45,275
| New | +$460K | 0.1% | 61 |
|
|
2016
Q1 | – | Sell |
-24,904
| Closed | -$575K | – | 31 |
|
|
2015
Q4 | $575K | Hold |
24,904
| – | – | 0.34% | 13 |
|
|
2015
Q3 | $757K | Hold |
24,904
| – | – | 0.48% | 13 |
|
|
2015
Q2 | $1.09M | Buy |
24,904
+1,680
| +7% | +$73.2K | 0.63% | 10 |
|
|
2015
Q1 | $1.13M | Buy |
23,224
+9,840
| +74% | +$480K | 0.66% | 10 |
|
|
2014
Q4 | $687K | Sell |
13,384
-43
| -0.3% | -$2.21K | 0.4% | 14 |
|
|
2014
Q3 | $790K | Buy |
13,427
+43
| +0.3% | +$2.53K | 0.45% | 16 |
|
|
2014
Q2 | $804K | Hold |
13,384
| – | – | 0.54% | 13 |
|
|
2014
Q1 | $738K | Hold |
13,384
| – | – | 0.49% | 13 |
|
|
2013
Q4 | $693K | Buy |
13,384
+820
| +7% | +$42.5K | 0.47% | 14 |
|
|
2013
Q3 | $662K | Buy |
12,564
+1,400
| +13% | +$73.8K | 0.5% | 12 |
|
|
2013
Q2 | $623K | Buy |
+11,164
| New | +$623K | 0.53% | 12 |
|