U.S. Capital Wealth 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 | $6.72M | Buy |
366,691
+94,132
| +35% | +$1.72M | 0.2% | 133 |
|
2025
Q1 | $5.45M | Buy |
272,559
+14,791
| +6% | +$296K | 0.17% | 148 |
|
2024
Q4 | $4.4M | Sell |
257,768
-5,877
| -2% | -$100K | 0.14% | 164 |
|
2024
Q3 | $4.58M | Buy |
263,645
+1,047
| +0.4% | +$18.2K | 0.16% | 136 |
|
2024
Q2 | $4.69M | Buy |
262,598
+27,821
| +12% | +$497K | 0.18% | 126 |
|
2024
Q1 | $4.12M | Buy |
234,777
+49
| +0% | +$860 | 0.16% | 140 |
|
2023
Q4 | $3.56M | Sell |
234,728
-47,457
| -17% | -$719K | 0.14% | 152 |
|
2023
Q3 | $4.32M | Buy |
282,185
+60,879
| +28% | +$933K | 0.19% | 114 |
|
2023
Q2 | $3.12M | Buy |
221,306
+3,750
| +2% | +$52.9K | 0.15% | 141 |
|
2023
Q1 | $2.71M | Buy |
217,556
+40,049
| +23% | +$499K | 0.13% | 158 |
|
2022
Q4 | $2.09M | Sell |
177,507
-5,660
| -3% | -$66.6K | 0.1% | 197 |
|
2022
Q3 | $1.93M | Buy |
183,167
+9,693
| +6% | +$102K | 0.1% | 195 |
|
2022
Q2 | $1.7M | Buy |
173,474
+11,044
| +7% | +$108K | 0.07% | 247 |
|
2022
Q1 | $1.75M | Sell |
162,430
-4,480
| -3% | -$48.2K | 0.06% | 286 |
|
2021
Q4 | $1.56M | Buy |
166,910
+4,709
| +3% | +$44K | 0.06% | 315 |
|
2021
Q3 | $1.64M | Buy |
+162,201
| New | +$1.64M | 0.07% | 289 |
|