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 |
|