Venturi Wealth Management’s Plains GP Holdings PAGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,598
| Closed | -$103K | – | 1446 |
|
|
2024
Q4 | $103K | Buy |
+5,598
| New | +$103K | 0.01% | 769 |
|
|
2019
Q4 | – | Sell |
-159,090
| Closed | -$3.38M | – | 241 |
|
|
2019
Q3 | $3.38M | Buy |
159,090
+27,524
| +21% | +$584K | 0.43% | 63 |
|
|
2019
Q2 | $3.29M | Sell |
131,566
-10,206
| -7% | -$255K | 0.45% | 61 |
|
|
2019
Q1 | $3.55M | Buy |
141,772
+45,850
| +48% | +$1.15M | 0.46% | 60 |
|
|
2018
Q4 | $2.06M | Buy |
+95,922
| New | +$2.06M | 0.33% | 71 |
|