KWB Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $230K | Hold |
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|
2025
Q2 | $251K | Hold |
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|
2025
Q1 | $214K | Hold |
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|
2024
Q4 | $218K | Hold |
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|
2024
Q3 | $224K | Sell |
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|
2024
Q2 | $224K | Hold |
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|
2024
Q1 | $224K | Hold |
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|
2023
Q4 | $194K | Buy |
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|
2023
Q3 | $179K | Hold |
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|
2023
Q2 | $179K | Buy |
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|
2023
Q1 | $149K | Buy |
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|
2022
Q4 | $148K | Sell |
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|
2022
Q3 | $133K | Buy |
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|
2022
Q2 | $124K | Sell |
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|
2022
Q1 | $125K | Hold |
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|
2021
Q4 | $125K | Buy |
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|
2021
Q3 | $134K | Buy |
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|
2021
Q2 | $116K | Hold |
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|
2021
Q1 | $116K | Buy |
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|
2020
Q4 | $98K | Buy |
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