Moneta Group Investment Advisors’s Plains All American Pipeline PAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-21,625
| Closed | -$369K | – | 696 |
|
|
2024
Q4 | $369K | Buy |
+21,625
| New | +$369K | 0.01% | 487 |
|
|
2023
Q4 | – | Sell |
-42,506
| Closed | -$651K | – | 575 |
|
|
2023
Q3 | $651K | Hold |
42,506
| – | – | 0.01% | 273 |
|
|
2023
Q2 | $599K | Hold |
42,506
| – | – | 0.01% | 288 |
|
|
2023
Q1 | $530K | Buy |
42,506
+2,388
| +6% | +$29.8K | 0.01% | 311 |
|
|
2022
Q4 | $500K | Sell |
40,118
-2,372
| -6% | -$29.6K | 0.01% | 297 |
|
|
2022
Q3 | $447K | Sell |
42,490
-2,622
| -6% | -$27.6K | 0.02% | 291 |
|
|
2022
Q2 | $443K | Buy |
45,112
+5,707
| +14% | +$56K | 0.02% | 315 |
|
|
2022
Q1 | $424K | Buy |
39,405
+5
| +0% | +$54 | 0.02% | 312 |
|
|
2021
Q4 | $368K | Sell |
39,400
-5,536
| -12% | -$51.7K | 0.02% | 344 |
|
|
2021
Q3 | $457K | Buy |
44,936
+42
| +0.1% | +$427 | 0.02% | 294 |
|
|
2021
Q2 | $510K | Sell |
44,894
-2,798
| -6% | -$31.8K | 0.02% | 282 |
|
|
2021
Q1 | $434K | Buy |
47,692
+1,575
| +3% | +$14.3K | 0.02% | 274 |
|
|
2020
Q4 | $380K | Buy |
46,117
+4,980
| +12% | +$41K | 0.03% | 225 |
|
|
2020
Q3 | $246K | Buy |
+41,137
| New | +$246K | 0.02% | 240 |
|
|
2019
Q3 | – | Sell |
-3,655
| Closed | -$89K | – | 298 |
|
|
2019
Q2 | $89K | Buy |
3,655
+350
| +11% | +$8.52K | 0.01% | 225 |
|
|
2019
Q1 | $81K | Buy |
+3,305
| New | +$81K | 0.01% | 221 |
|
|
2015
Q4 | – | Sell |
-4,235
| Closed | -$129K | – | 335 |
|
|
2015
Q3 | $129K | Buy |
+4,235
| New | +$129K | 0.04% | 160 |
|