Mutual 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
Q2
$319K Buy
17,062
+4,857
+40% +$90.7K 0.01% 959
2025
Q1
$223K Hold
12,205
0.01% 993
2024
Q4
$246K Hold
12,205
0.01% 956
2024
Q3
$209K Hold
12,205
0.01% 1029
2024
Q2
$224K Hold
12,205
0.01% 994
2024
Q1
$214K Sell
12,205
-2,281
-16% -$40.1K 0.01% 1010
2023
Q4
$219K Buy
14,486
+65
+0.5% +$985 0.01% 935
2023
Q3
$221K Buy
14,421
+2,313
+19% +$35.4K 0.01% 886
2023
Q2
$171K Sell
12,108
-204
-2% -$2.88K 0.01% 955
2023
Q1
$154K Buy
+12,312
New +$154K 0.01% 938