Mather Group’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	$35.1K	Buy	+1,574	New	+$32K	﹤0.01%	1137
2025 Q4	–	Sell	-1,927	Closed	-$32.9K	–	1354
2025 Q3	$32.9K	Buy	+1,927	New	+$34.5K	﹤0.01%	1002
2025 Q2	–	Sell	-4,079	Closed	-$81.6K	–	1389
2025 Q1	$81.6K	Buy	4,079 +41	+1%	+$810	﹤0.01%	796
2024 Q4	$69K	Buy	4,038 +39	+1%	+$679	﹤0.01%	811
2024 Q3	$69.5K	Sell	3,999 -1,677	-30%	-$30K	﹤0.01%	813
2024 Q2	$99.7K	Buy	5,676 +1,361	+32%	+$23.8K	﹤0.01%	810
2024 Q1	$65.4K	Buy	+4,315	New	+$69.7K	﹤0.01%	815
2023 Q2	–	Sell	-11,873	Closed	-$148K	–	646
2023 Q1	$148K	Buy	11,873 +916	+8%	+$11.4K	﹤0.01%	505
2022 Q4	$129K	Buy	10,957 +150	+1%	+$1.78K	﹤0.01%	471
2022 Q3	$114K	Sell	10,807 -3,288	-23%	-$36.7K	﹤0.01%	463
2022 Q2	$138K	Buy	+14,095	New	+$153K	﹤0.01%	370