Lyell 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	$310K	Buy	13,900 +3,000	+28%	+$61K	0.02%	179
2025 Q4	$196K	Sell	10,900 -3,000	-22%	-$51K	0.01%	210
2025 Q3	$237K	Hold	13,900	–	–	0.02%	198
2025 Q2	$255K	Hold	13,900	–	–	0.02%	195
2025 Q1	$278K	Hold	13,900	–	–	0.03%	175
2024 Q4	$237K	Hold	13,900	–	–	0.02%	188
2024 Q3	$241K	Hold	13,900	–	–	0.02%	192
2024 Q2	$248K	Hold	13,900	–	–	0.02%	183
2024 Q1	$244K	Hold	13,900	–	–	0.02%	184
2023 Q4	$211K	Hold	13,900	–	–	0.02%	185
2023 Q3	$213K	Hold	13,900	–	–	0.03%	171
2023 Q2	$196K	Hold	13,900	–	–	0.03%	180
2023 Q1	$173K	Hold	13,900	–	–	0.02%	196
2022 Q4	$163K	Hold	13,900	–	–	0.03%	184
2022 Q3	$146K	Hold	13,900	–	–	0.02%	182
2022 Q2	$136K	Hold	13,900	–	–	0.02%	189
2022 Q1	$150K	Hold	13,900	–	–	0.02%	194
2021 Q4	$130K	Hold	13,900	–	–	0.01%	186
2021 Q3	$141K	Hold	13,900	–	–	0.02%	180
2021 Q2	$158K	Hold	13,900	–	–	0.02%	188
2021 Q1	$126K	Hold	13,900	–	–	0.02%	170
2020 Q4	$115K	Hold	13,900	–	–	0.02%	157
2020 Q3	$83K	Hold	13,900	–	–	0.02%	136
2020 Q2	$123K	Sell	13,900 -2,500	-15%	-$21.3K	0.03%	121
2020 Q1	$87K	Hold	16,400	–	–	0.03%	119
2019 Q4	$302K	Hold	16,400	–	–	0.08%	103
2019 Q3	$340K	Hold	16,400	–	–	0.1%	96
2019 Q2	$399K	Hold	16,400	–	–	0.12%	94
2019 Q1	$402K	Sell	16,400 -150	-0.9%	-$3.54K	0.13%	94
2018 Q4	$332K	Sell	16,550 -100	-0.6%	-$2.28K	0.14%	94
2018 Q3	$416K	Hold	16,650	–	–	0.14%	91
2018 Q2	$394K	Buy	16,650 +250	+2%	+$6.02K	0.14%	85
2018 Q1	$361K	Buy	+16,400	New	+$361K	0.13%	89