HB 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 | $279K | Buy |
15,247
+748
| +5% | +$13.7K | ﹤0.01% | 950 |
|
|
2025
Q1 | $290K | Hold |
14,499
| – | – | ﹤0.01% | 965 |
|
|
2024
Q4 | $248K | Sell |
14,499
-500
| -3% | -$8.54K | ﹤0.01% | 873 |
|
|
2024
Q3 | $261K | Buy |
14,999
+400
| +3% | +$6.95K | ﹤0.01% | 797 |
|
|
2024
Q2 | $261K | Buy |
14,599
+1,308
| +10% | +$23.4K | ﹤0.01% | 751 |
|
|
2024
Q1 | $233K | Hold |
13,291
| – | – | ﹤0.01% | 742 |
|
|
2023
Q4 | $201K | Hold |
13,291
| – | – | ﹤0.01% | 742 |
|
|
2023
Q3 | $204K | Sell |
13,291
-1,000
| -7% | -$15.3K | ﹤0.01% | 710 |
|
|
2023
Q2 | $202K | Buy |
14,291
+970
| +7% | +$13.7K | ﹤0.01% | 683 |
|
|
2023
Q1 | $166K | Hold |
13,321
| – | – | ﹤0.01% | 687 |
|
|
2022
Q4 | $157K | Sell |
13,321
-655
| -5% | -$7.7K | ﹤0.01% | 656 |
|
|
2022
Q3 | $147K | Sell |
13,976
-7,268
| -34% | -$76.4K | ﹤0.01% | 559 |
|
|
2022
Q2 | $209K | Hold |
21,244
| – | – | ﹤0.01% | 539 |
|
|
2022
Q1 | $229K | Hold |
21,244
| – | – | ﹤0.01% | 535 |
|
|
2021
Q4 | $198K | Buy |
+21,244
| New | +$198K | ﹤0.01% | 497 |
|