Moody Aldrich Partners’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
Q2 | – | Sell |
-107,166
| Closed | -$2.14M | – | 193 |
|
|
2025
Q1 | $2.14M | Hold |
107,166
| – | – | 0.45% | 82 |
|
|
2024
Q4 | $1.83M | Hold |
107,166
| – | – | 0.34% | 98 |
|
|
2024
Q3 | $1.86M | Hold |
107,166
| – | – | 0.34% | 103 |
|
|
2024
Q2 | $1.91M | Sell |
107,166
-25,032
| -19% | -$447K | 0.37% | 95 |
|
|
2024
Q1 | $2.32M | Sell |
132,198
-26,192
| -17% | -$460K | 0.39% | 90 |
|
|
2023
Q4 | $2.4M | Hold |
158,390
| – | – | 0.43% | 85 |
|
|
2023
Q3 | $2.43M | Hold |
158,390
| – | – | 0.46% | 78 |
|
|
2023
Q2 | $2.23M | Hold |
158,390
| – | – | 0.43% | 88 |
|
|
2023
Q1 | $1.98M | Hold |
158,390
| – | – | 0.4% | 91 |
|
|
2022
Q4 | $1.86M | Buy |
158,390
+53,467
| +51% | +$629K | 0.38% | 89 |
|
|
2022
Q3 | $1.1M | Buy |
+104,923
| New | +$1.1M | 0.23% | 112 |
|