Spire Wealth Management’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
2026 Q1	$668K	Buy	29,907 +13,454	+82%	+$274K	0.02%	469
2025 Q4	$295K	Sell	16,453 -2,647	-14%	-$45K	0.01%	680
2025 Q3	$326K	Buy	19,100 +1,678	+10%	+$30K	0.01%	648
2025 Q2	$319K	Sell	17,422 -3,604	-17%	-$62.9K	0.01%	626
2025 Q1	$421K	Buy	21,026 +202	+1%	+$3.99K	0.01%	620
2024 Q4	$356K	Buy	20,824 +2,691	+15%	+$46.8K	0.01%	662
2024 Q3	$315K	Buy	18,133 +14	+0.1%	+$251	0.01%	631
2024 Q2	$324K	Buy	18,119 +22	+0.1%	+$384	0.01%	590
2024 Q1	$318K	Buy	18,097 +15	+0.1%	+$242	0.01%	646
2023 Q4	$282K	Buy	18,082 +1,586	+10%	+$24.2K	0.01%	671
2023 Q3	$253K	Buy	16,496 +14	+0.1%	+$210	0.01%	642
2023 Q2	$232K	Buy	16,482 +23	+0.1%	+$304	0.01%	683
2023 Q1	$205K	Buy	16,459 +2,392	+17%	+$29.9K	0.01%	719
2022 Q4	$165K	Buy	14,067 +3,002	+27%	+$35.6K	0.01%	600
2022 Q3	$116K	Sell	11,065 -3,003	-21%	-$33.5K	0.01%	662
2022 Q2	$138K	Buy	14,068 +15	+0.1%	+$163	0.01%	902
2022 Q1	$151K	Sell	14,053 -1,089	-7%	-$11.7K	﹤0.01%	1010
2021 Q4	$141K	Sell	15,142 -2,089	-12%	-$21K	﹤0.01%	1260
2021 Q3	$175K	Sell	17,231 -988	-5%	-$9.81K	﹤0.01%	972
2021 Q2	$207K	Sell	18,219 -1,376	-7%	-$14.1K	0.01%	934
2021 Q1	$179K	Buy	+19,595	New	+$179K	﹤0.01%	1119