Icon Wealth Advisors’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 | $2.03M | Buy |
110,961
+335
| +0.3% | +$6.14K | 0.14% | 114 |
|
|
2025
Q1 | $2.21M | Buy |
110,626
+1,843
| +2% | +$36.9K | 0.18% | 93 |
|
|
2024
Q4 | $1.86M | Sell |
108,783
-1,912
| -2% | -$32.7K | 0.15% | 100 |
|
|
2024
Q3 | $1.92M | Sell |
110,695
-1,893
| -2% | -$32.9K | 0.16% | 94 |
|
|
2024
Q2 | $2.05M | Hold |
112,588
| – | – | 0.18% | 90 |
|
|
2024
Q1 | $1.98M | Hold |
112,588
| – | – | 0.18% | 98 |
|
|
2023
Q4 | $1.71M | Buy |
+112,588
| New | +$1.71M | 0.18% | 96 |
|
|
2022
Q4 | $1.6M | Sell |
135,878
-2,846
| -2% | -$33.5K | 0.18% | 112 |
|
|
2022
Q3 | $1.46M | Buy |
+138,724
| New | +$1.46M | 0.18% | 107 |
|