Moneta Group Investment Advisors’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
2025 Q1	–	Sell	-21,625	Closed	-$369K	–	696
2024 Q4	$369K	Buy	+21,625	New	+$376K	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%	-$28.1K	0.01%	297
2022 Q3	$447K	Sell	42,490 -2,622	-6%	-$29.3K	0.02%	291
2022 Q2	$443K	Buy	45,112 +5,707	+14%	+$61.9K	0.02%	315
2022 Q1	$424K	Buy	39,405 +5	+0%	+$54	0.02%	312
2021 Q4	$368K	Sell	39,400 -5,536	-12%	-$55.6K	0.02%	344
2021 Q3	$457K	Buy	44,936 +42	+0.1%	+$417	0.02%	294
2021 Q2	$510K	Sell	44,894 -2,798	-6%	-$28.7K	0.02%	282
2021 Q1	$434K	Buy	47,692 +1,575	+3%	+$14.4K	0.02%	274
2020 Q4	$380K	Buy	46,117 +4,980	+12%	+$37.9K	0.03%	225
2020 Q3	$246K	Buy	+41,137	New	+$307K	0.02%	240
2019 Q3	–	Sell	-3,655	Closed	-$89K	–	298
2019 Q2	$89K	Buy	3,655 +350	+11%	+$8.35K	0.01%	225
2019 Q1	$81K	Buy	+3,305	New	+$78.1K	0.01%	221
2015 Q4	–	Sell	-4,235	Closed	-$129K	–	335
2015 Q3	$129K	Buy	+4,235	New	+$155K	0.04%	160