Marks Group Wealth Management’s Plains GP Holdings PAGP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$808K Sell
41,576
-398
-0.9% -$7.73K 0.08% 193
2025
Q1
$897K Buy
41,974
+198
+0.5% +$4.23K 0.09% 192
2024
Q4
$768K Sell
41,776
-237
-0.6% -$4.36K 0.08% 189
2024
Q3
$777K Sell
42,013
-530
-1% -$9.81K 0.07% 187
2024
Q2
$801K Sell
42,543
-2,692
-6% -$50.7K 0.08% 182
2024
Q1
$826K Buy
+45,235
New +$826K 0.09% 179