Waverly Advisors’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
Q2
$4.8M Sell
246,785
-16,202
-6% -$315K 0.05% 311
2025
Q1
$5.62M Buy
+262,987
New +$5.62M 0.07% 272