KWB Wealth’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 | $251K | Hold |
12,547
| – | – | 0.03% | 142 |
|
|
2025
Q1 | $214K | Hold |
12,547
| – | – | 0.03% | 141 |
|
|
2024
Q4 | $218K | Hold |
12,547
| – | – | 0.03% | 136 |
|
|
2024
Q3 | $224K | Sell |
12,547
-233
| -2% | -$4.16K | 0.03% | 122 |
|
|
2024
Q2 | $224K | Hold |
12,780
| – | – | 0.03% | 124 |
|
|
2024
Q1 | $224K | Hold |
12,780
| – | – | 0.03% | 124 |
|
|
2023
Q4 | $194K | Buy |
12,780
+120
| +0.9% | +$1.82K | 0.03% | 127 |
|
|
2023
Q3 | $179K | Hold |
12,660
| – | – | 0.03% | 120 |
|
|
2023
Q2 | $179K | Buy |
12,660
+4
| +0% | +$56 | 0.03% | 121 |
|
|
2023
Q1 | $149K | Buy |
12,656
+109
| +0.9% | +$1.28K | 0.03% | 116 |
|
|
2022
Q4 | $148K | Sell |
12,547
-107
| -0.8% | -$1.26K | 0.03% | 110 |
|
|
2022
Q3 | $133K | Buy |
12,654
+2
| +0% | +$21 | 0.03% | 103 |
|
|
2022
Q2 | $124K | Sell |
12,652
-721
| -5% | -$7.07K | 0.02% | 102 |
|
|
2022
Q1 | $125K | Hold |
13,373
| – | – | 0.02% | 89 |
|
|
2021
Q4 | $125K | Buy |
13,373
+210
| +2% | +$1.96K | 0.02% | 89 |
|
|
2021
Q3 | $134K | Buy |
13,163
+430
| +3% | +$4.38K | 0.02% | 86 |
|
|
2021
Q2 | $116K | Hold |
12,733
| – | – | 0.02% | 85 |
|
|
2021
Q1 | $116K | Buy |
12,733
+872
| +7% | +$7.94K | 0.02% | 85 |
|
|
2020
Q4 | $98K | Buy |
+11,861
| New | +$98K | 0.02% | 78 |
|