HB Wealth Management’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
2026 Q1	$345K	Sell	15,463 -519	-3%	-$10.6K	﹤0.01%	1143
2025 Q4	$287K	Sell	15,982 -994	-6%	-$16.9K	﹤0.01%	1156
2025 Q3	$290K	Buy	16,976 +1,729	+11%	+$31K	﹤0.01%	1094
2025 Q2	$279K	Buy	15,247 +748	+5%	+$13.1K	﹤0.01%	969
2025 Q1	$290K	Hold	14,499	–	–	﹤0.01%	984
2024 Q4	$248K	Sell	14,499 -500	-3%	-$8.7K	﹤0.01%	884
2024 Q3	$261K	Buy	14,999 +400	+3%	+$7.16K	﹤0.01%	804
2024 Q2	$261K	Buy	14,599 +1,308	+10%	+$22.8K	﹤0.01%	762
2024 Q1	$233K	Hold	13,291	–	–	﹤0.01%	746
2023 Q4	$201K	Hold	13,291	–	–	﹤0.01%	743
2023 Q3	$204K	Sell	13,291 -1,000	-7%	-$15K	﹤0.01%	711
2023 Q2	$202K	Buy	14,291 +970	+7%	+$12.8K	﹤0.01%	684
2023 Q1	$166K	Hold	13,321	–	–	﹤0.01%	687
2022 Q4	$157K	Sell	13,321 -655	-5%	-$7.76K	﹤0.01%	657
2022 Q3	$147K	Sell	13,976 -7,268	-34%	-$81.2K	﹤0.01%	560
2022 Q2	$209K	Hold	21,244	–	–	﹤0.01%	540
2022 Q1	$229K	Hold	21,244	–	–	﹤0.01%	536
2021 Q4	$198K	Buy	+21,244	New	+$213K	﹤0.01%	499