Plante Moran Financial 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 Q2	–	Sell	-514	Closed	-$10.3K	–	841
2025 Q1	$10.3K	Buy	+514	New	+$10.2K	﹤0.01%	565
2020 Q4	–	Sell	-3,220	Closed	-$19K	–	979
2020 Q3	$19K	Sell	3,220 -4,190	-57%	-$31.2K	0.01%	513
2020 Q2	$66K	Buy	7,410 +4,190	+130%	+$35.6K	0.03%	260
2020 Q1	$17K	Hold	3,220	–	–	0.01%	416
2019 Q4	$59K	Hold	3,220	–	–	0.02%	297
2019 Q3	$67K	Hold	3,220	–	–	0.02%	296
2019 Q2	$78K	Hold	3,220	–	–	0.02%	262
2019 Q1	$79K	Sell	3,220 -157	-5%	-$3.71K	0.02%	251
2018 Q4	$68K	Hold	3,377	–	–	0.02%	252
2018 Q3	$84K	Hold	3,377	–	–	0.03%	232
2018 Q2	$80K	Sell	3,377 -2,103	-38%	-$50.7K	0.04%	257
2018 Q1	$121K	Buy	5,480 +117	+2%	+$2.57K	0.07%	209
2017 Q4	$111K	Buy	5,363 +43	+0.8%	+$876	0.06%	205
2017 Q3	$113K	Buy	5,320 +100	+2%	+$2.31K	0.07%	191
2017 Q2	$137K	Hold	5,220	–	–	0.09%	161
2017 Q1	$165K	Hold	5,220	–	–	0.1%	145
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%	-$6.9K	0.1%	146
2016 Q1	$115K	Sell	5,505 -715	-11%	-$15K	0.09%	159
2015 Q4	$144K	Buy	6,220 +1,000	+19%	+$26.9K	0.11%	142
2015 Q3	$159K	Sell	5,220 -3,911	-43%	-$143K	0.13%	125
2015 Q2	$398K	Sell	9,131 -334	-4%	-$16K	0.28%	73
2015 Q1	$462K	Buy	9,465 +6,015	+174%	+$299K	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%	-$15K	0.19%	76
2013 Q4	$181K	Buy	3,505 +285	+9%	+$14.6K	0.1%	94
2013 Q3	$170K	Hold	3,220	–	–	0.1%	80
2013 Q2	$180K	Buy	+3,220	New	+$182K	0.13%	70