Optimum 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
Q3 | $300K | Hold |
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|
2025
Q2 | $322K | Hold |
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|
2025
Q1 | $352K | Hold |
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|
2024
Q4 | $301K | Hold |
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|
2024
Q3 | $306K | Sell |
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|
2024
Q2 | $359K | Hold |
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|
2024
Q1 | $353K | Hold |
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|
2023
Q4 | $305K | Hold |
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|
2023
Q3 | $308K | Buy |
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|
2023
Q2 | $197K | Hold |
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|
2023
Q1 | $175K | Buy |
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|
2022
Q4 | $118K | Hold |
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|
2022
Q3 | $105K | Hold |
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|
2022
Q2 | $98K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $223K | Buy |
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|
2015
Q1 | $365K | Buy |
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|
2014
Q4 | $328K | Hold |
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|
2014
Q3 | $377K | Hold |
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|
2014
Q2 | $384K | Hold |
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|
2014
Q1 | $353K | Hold |
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|
2013
Q4 | $331K | Hold |
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|
2013
Q3 | $337K | Buy |
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