Venturi 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
Q1 | – | Sell |
-1,202
| Closed | -$20.5K | – | 1442 |
|
|
2024
Q4 | $20.5K | Hold |
1,202
| – | – | ﹤0.01% | 1257 |
|
|
2024
Q3 | $20.9K | Hold |
1,202
| – | – | ﹤0.01% | 1003 |
|
|
2024
Q2 | $21.5K | Hold |
1,202
| – | – | ﹤0.01% | 924 |
|
|
2024
Q1 | $21.1K | Hold |
1,202
| – | – | ﹤0.01% | 725 |
|
|
2023
Q4 | $18.2K | Hold |
1,202
| – | – | ﹤0.01% | 721 |
|
|
2023
Q3 | $18.4K | Hold |
1,202
| – | – | ﹤0.01% | 648 |
|
|
2023
Q2 | $16.9K | Buy |
1,202
+40
| +3% | +$564 | ﹤0.01% | 579 |
|
|
2023
Q1 | $14.5K | Buy |
+1,162
| New | +$14.5K | ﹤0.01% | 656 |
|
|
2019
Q4 | – | Sell |
-12,100
| Closed | -$251K | – | 240 |
|
|
2019
Q3 | $251K | Hold |
12,100
| – | – | 0.03% | 211 |
|
|
2019
Q2 | $295K | Buy |
12,100
+1,850
| +18% | +$45.1K | 0.04% | 208 |
|
|
2019
Q1 | $253K | Hold |
10,250
| – | – | 0.03% | 222 |
|
|
2018
Q4 | $218K | Buy |
+10,250
| New | +$218K | 0.04% | 239 |
|