Modern 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 | $715K | Sell |
36,821
-249
| -0.7% | -$4.84K | 0.02% | 415 |
|
|
2025
Q1 | $792K | Buy |
37,070
+520
| +1% | +$11.1K | 0.03% | 339 |
|
|
2024
Q4 | $672K | Buy |
36,550
+6,128
| +20% | +$113K | 0.03% | 317 |
|
|
2024
Q3 | $563K | Buy |
30,422
+1,081
| +4% | +$20K | 0.03% | 240 |
|
|
2024
Q2 | $552K | Sell |
29,341
-739
| -2% | -$13.9K | 0.04% | 202 |
|
|
2024
Q1 | $549K | Buy |
+30,080
| New | +$549K | 0.05% | 169 |
|