Waverly 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
Q3 | $11.6M | Buy |
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|
2025
Q2 | $12.4M | Sell |
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|
2025
Q1 | $14.2M | Buy |
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|
2024
Q4 | $881K | Buy |
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|
2024
Q3 | $874K | Buy |
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|
2024
Q2 | $892K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $219K | Buy |
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|
2017
Q3 | $211K | Sell |
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|
2017
Q2 | $293K | Buy |
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|
2017
Q1 | $278K | Hold |
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|
2016
Q4 | $284K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $129K | Hold |
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|
2015
Q2 | $185K | Hold |
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|
2015
Q1 | $207K | Sell |
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|
2014
Q4 | $225K | Hold |
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|
2014
Q3 | $258K | Buy |
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|
2014
Q2 | $263K | Buy |
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|
2014
Q1 | $242K | Sell |
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|
2013
Q4 | $228K | Buy |
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|
2013
Q3 | $232K | Buy |
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|
2013
Q2 | $245K | Buy |
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