Plante Moran Financial 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 | – | Sell |
-514
| Closed | -$10.3K | – | 841 |
|
|
2025
Q1 | $10.3K | Buy |
+514
| New | +$10.3K | ﹤0.01% | 565 |
|
|
2020
Q4 | – | Sell |
-3,220
| Closed | -$19K | – | 978 |
|
|
2020
Q3 | $19K | Sell |
3,220
-4,190
| -57% | -$24.7K | 0.01% | 512 |
|
|
2020
Q2 | $66K | Buy |
7,410
+4,190
| +130% | +$37.3K | 0.03% | 260 |
|
|
2020
Q1 | $17K | Hold |
3,220
| – | – | 0.01% | 415 |
|
|
2019
Q4 | $59K | Hold |
3,220
| – | – | 0.02% | 296 |
|
|
2019
Q3 | $67K | Hold |
3,220
| – | – | 0.02% | 296 |
|
|
2019
Q2 | $78K | Hold |
3,220
| – | – | 0.02% | 260 |
|
|
2019
Q1 | $79K | Sell |
3,220
-157
| -5% | -$3.85K | 0.02% | 249 |
|
|
2018
Q4 | $68K | Hold |
3,377
| – | – | 0.02% | 250 |
|
|
2018
Q3 | $84K | Hold |
3,377
| – | – | 0.03% | 230 |
|
|
2018
Q2 | $80K | Sell |
3,377
-2,103
| -38% | -$49.8K | 0.04% | 255 |
|
|
2018
Q1 | $121K | Buy |
5,480
+117
| +2% | +$2.58K | 0.07% | 207 |
|
|
2017
Q4 | $111K | Buy |
5,363
+43
| +0.8% | +$890 | 0.06% | 205 |
|
|
2017
Q3 | $113K | Buy |
5,320
+100
| +2% | +$2.12K | 0.07% | 191 |
|
|
2017
Q2 | $137K | Hold |
5,220
| – | – | 0.09% | 161 |
|
|
2017
Q1 | $165K | Hold |
5,220
| – | – | 0.1% | 144 |
|
|
2016
Q4 | $169K | Hold |
5,220
| – | – | 0.11% | 140 |
|
|
2016
Q3 | $164K | Hold |
5,220
| – | – | 0.11% | 141 |
|
|
2016
Q2 | $143K | Sell |
5,220
-285
| -5% | -$7.81K | 0.1% | 146 |
|
|
2016
Q1 | $115K | Sell |
5,505
-715
| -11% | -$14.9K | 0.09% | 159 |
|
|
2015
Q4 | $144K | Buy |
6,220
+1,000
| +19% | +$23.2K | 0.11% | 142 |
|
|
2015
Q3 | $159K | Sell |
5,220
-3,911
| -43% | -$119K | 0.13% | 124 |
|
|
2015
Q2 | $398K | Sell |
9,131
-334
| -4% | -$14.6K | 0.28% | 73 |
|
|
2015
Q1 | $462K | Buy |
9,465
+6,015
| +174% | +$294K | 0.32% | 67 |
|
|
2014
Q4 | $177K | Hold |
3,450
| – | – | 0.13% | 115 |
|
|
2014
Q3 | $203K | Buy |
3,450
+230
| +7% | +$13.5K | 0.18% | 95 |
|
|
2014
Q2 | $193K | Hold |
3,220
| – | – | 0.17% | 88 |
|
|
2014
Q1 | $177K | Sell |
3,220
-285
| -8% | -$15.7K | 0.19% | 76 |
|
|
2013
Q4 | $181K | Buy |
3,505
+285
| +9% | +$14.7K | 0.1% | 94 |
|
|
2013
Q3 | $170K | Hold |
3,220
| – | – | 0.1% | 80 |
|
|
2013
Q2 | $180K | Buy |
+3,220
| New | +$180K | 0.13% | 70 |
|