Mutual 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
2026 Q1	$543K	Buy	24,305 +8	+0%	+$163	0.01%	846
2025 Q4	$436K	Buy	24,297 +3	+0%	+$51	0.01%	938
2025 Q3	$409K	Buy	24,294 +7,232	+42%	+$129K	0.01%	943
2025 Q2	$319K	Buy	17,062 +4,857	+40%	+$84.8K	0.01%	960
2025 Q1	$223K	Hold	12,205	–	–	0.01%	994
2024 Q4	$246K	Hold	12,205	–	–	0.01%	957
2024 Q3	$209K	Hold	12,205	–	–	0.01%	1030
2024 Q2	$224K	Hold	12,205	–	–	0.01%	995
2024 Q1	$214K	Sell	12,205 -2,281	-16%	-$36.8K	0.01%	1010
2023 Q4	$219K	Buy	14,486 +65	+0.5%	+$993	0.01%	936
2023 Q3	$221K	Buy	14,421 +2,313	+19%	+$34.7K	0.01%	887
2023 Q2	$171K	Sell	12,108 -204	-2%	-$2.69K	0.01%	956
2023 Q1	$154K	Buy	+12,312	New	+$154K	0.01%	939