Geneos Wealth Management’s Plains All American Pipeline PAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.5K | Sell |
4,232
-2,532
| -37% | -$46.4K | ﹤0.01% | 1360 |
|
|
2025
Q1 | $135K | Buy |
6,764
+4,573
| +209% | +$91.5K | ﹤0.01% | 1402 |
|
|
2024
Q4 | $37.4K | Hold |
2,191
| – | – | ﹤0.01% | 1436 |
|
|
2024
Q3 | $38.1K | Buy |
2,191
+1,500
| +217% | +$26.1K | ﹤0.01% | 1293 |
|
|
2024
Q2 | $12.3K | Buy |
691
+200
| +41% | +$3.57K | ﹤0.01% | 1496 |
|
|
2024
Q1 | $8.62K | Hold |
491
| – | – | ﹤0.01% | 1578 |
|
|
2023
Q4 | $7.44K | Sell |
491
-201
| -29% | -$3.05K | ﹤0.01% | 1623 |
|
|
2023
Q3 | $10.6K | Buy |
692
+442
| +177% | +$6.77K | ﹤0.01% | 1550 |
|
|
2023
Q2 | $3.53K | Sell |
250
-900
| -78% | -$12.7K | ﹤0.01% | 1825 |
|
|
2023
Q1 | $14.3K | Buy |
1,150
+900
| +360% | +$11.2K | ﹤0.01% | 1445 |
|
|
2022
Q4 | $2.94K | Buy |
250
+100
| +67% | +$1.18K | ﹤0.01% | 1820 |
|
|
2022
Q3 | $1K | Sell |
150
-2,404
| -94% | -$16K | ﹤0.01% | 1955 |
|
|
2022
Q2 | $25K | Buy |
2,554
+3
| +0.1% | +$29 | ﹤0.01% | 1590 |
|
|
2022
Q1 | $27K | Buy |
2,551
+4
| +0.2% | +$42 | ﹤0.01% | 1659 |
|
|
2021
Q4 | $23K | Sell |
2,547
-4,738
| -65% | -$42.8K | ﹤0.01% | 1820 |
|
|
2021
Q3 | $74K | Sell |
7,285
-1,960
| -21% | -$19.9K | ﹤0.01% | 1300 |
|
|
2021
Q2 | $106K | Buy |
9,245
+39
| +0.4% | +$447 | ﹤0.01% | 1142 |
|
|
2021
Q1 | $83K | Sell |
9,206
-28
| -0.3% | -$252 | ﹤0.01% | 1381 |
|
|
2020
Q4 | $86K | Sell |
9,234
-438
| -5% | -$4.08K | ﹤0.01% | 1202 |
|
|
2020
Q3 | $57K | Sell |
9,672
-1,709
| -15% | -$10.1K | ﹤0.01% | 1195 |
|
|
2020
Q2 | $94K | Buy |
11,381
+1,583
| +16% | +$13.1K | 0.01% | 943 |
|
|
2020
Q1 | $54K | Buy |
9,798
+1,997
| +26% | +$11K | ﹤0.01% | 1082 |
|
|
2019
Q4 | $146K | Buy |
7,801
+595
| +8% | +$11.1K | 0.01% | 809 |
|
|
2019
Q3 | $151K | Buy |
7,206
+329
| +5% | +$6.89K | 0.01% | 754 |
|
|
2019
Q2 | $167K | Sell |
6,877
-44
| -0.6% | -$1.07K | 0.01% | 728 |
|
|
2019
Q1 | $169K | Sell |
6,921
-74
| -1% | -$1.81K | 0.01% | 701 |
|
|
2018
Q4 | $139K | Sell |
6,995
-1,230
| -15% | -$24.4K | 0.01% | 726 |
|
|
2018
Q3 | $205K | Buy |
8,225
+718
| +10% | +$17.9K | 0.01% | 634 |
|
|
2018
Q2 | $177K | Sell |
7,507
-2,005
| -21% | -$47.3K | 0.01% | 596 |
|
|
2018
Q1 | $209K | Sell |
9,512
-1,091
| -10% | -$24K | 0.02% | 531 |
|
|
2017
Q4 | $218K | Sell |
10,603
-1,664
| -14% | -$34.2K | 0.02% | 507 |
|
|
2017
Q3 | $259K | Sell |
12,267
-979
| -7% | -$20.7K | 0.03% | 442 |
|
|
2017
Q2 | $347K | Buy |
13,246
+478
| +4% | +$12.5K | 0.04% | 366 |
|
|
2017
Q1 | $403K | Sell |
12,768
-907
| -7% | -$28.6K | 0.04% | 322 |
|
|
2016
Q4 | $441K | Sell |
13,675
-1,214
| -8% | -$39.2K | 0.06% | 275 |
|
|
2016
Q3 | $467K | Buy |
14,889
+751
| +5% | +$23.6K | 0.06% | 256 |
|
|
2016
Q2 | $386K | Sell |
14,138
-290
| -2% | -$7.92K | 0.06% | 296 |
|
|
2016
Q1 | $296K | Buy |
+14,428
| New | +$296K | 0.05% | 344 |
|