PBMares Wealth Management’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 | $331K | Buy |
18,066
+114
| +0.6% | +$2.09K | 0.06% | 138 |
|
|
2025
Q1 | $359K | Buy |
17,952
+1,078
| +6% | +$21.6K | 0.07% | 129 |
|
|
2024
Q4 | $288K | Buy |
16,874
+74
| +0.4% | +$1.26K | 0.06% | 151 |
|
|
2024
Q3 | $292K | Hold |
16,800
| – | – | 0.06% | 151 |
|
|
2024
Q2 | $300K | Hold |
16,800
| – | – | 0.07% | 144 |
|
|
2024
Q1 | $295K | Buy |
16,800
+4,000
| +31% | +$70.2K | 0.08% | 145 |
|
|
2023
Q4 | $194K | Hold |
12,800
| – | – | 0.06% | 170 |
|
|
2023
Q3 | $196K | Hold |
12,800
| – | – | 0.07% | 159 |
|
|
2023
Q2 | $180K | Hold |
12,800
| – | – | 0.06% | 165 |
|
|
2023
Q1 | $160K | Hold |
12,800
| – | – | 0.06% | 168 |
|
|
2022
Q4 | $151K | Hold |
12,800
| – | – | 0.06% | 162 |
|
|
2022
Q3 | $135K | Hold |
12,800
| – | – | 0.06% | 152 |
|
|
2022
Q2 | $126K | Hold |
12,800
| – | – | 0.05% | 153 |
|
|
2022
Q1 | $138K | Hold |
12,800
| – | – | 0.09% | 149 |
|
|
2021
Q4 | $120K | Buy |
+12,800
| New | +$120K | 0.05% | 155 |
|