Wealth Alliance Advisory Group’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 | $1.9M | Buy |
103,661
+10,439
| +11% | +$191K | 0.36% | 54 |
|
|
2025
Q1 | $1.86M | Buy |
93,222
+2,872
| +3% | +$57.4K | 0.39% | 50 |
|
|
2024
Q4 | $1.54M | Buy |
90,350
+1,197
| +1% | +$20.4K | 0.33% | 56 |
|
|
2024
Q3 | $1.55M | Buy |
89,153
+1,226
| +1% | +$21.3K | 0.33% | 56 |
|
|
2024
Q2 | $1.57M | Buy |
87,927
+1,198
| +1% | +$21.4K | 0.35% | 49 |
|
|
2024
Q1 | $1.52M | Buy |
86,729
+3,039
| +4% | +$53.4K | 0.35% | 48 |
|
|
2023
Q4 | $1.27M | Buy |
83,690
+1,112
| +1% | +$16.8K | 0.33% | 49 |
|
|
2023
Q3 | $1.27M | Buy |
82,578
+1,113
| +1% | +$17.1K | 0.38% | 46 |
|
|
2023
Q2 | $1.15M | Buy |
81,465
+1,305
| +2% | +$18.4K | 0.41% | 45 |
|
|
2023
Q1 | $1,000K | Sell |
80,160
-4,680
| -6% | -$58.4K | 0.37% | 46 |
|
|
2022
Q4 | $998K | Sell |
84,840
-924
| -1% | -$10.9K | 0.38% | 45 |
|
|
2022
Q3 | $902K | Buy |
85,764
+7,184
| +9% | +$75.6K | 0.4% | 41 |
|
|
2022
Q2 | $772K | Hold |
78,580
| – | – | 0.36% | 48 |
|
|
2022
Q1 | $846K | Hold |
78,580
| – | – | 0.37% | 46 |
|
|
2021
Q4 | $734K | Hold |
78,580
| – | – | 0.32% | 56 |
|
|
2021
Q3 | $799K | Buy |
78,580
+1,928
| +3% | +$19.6K | 0.39% | 47 |
|
|
2021
Q2 | $871K | Hold |
76,652
| – | – | 0.42% | 44 |
|
|
2021
Q1 | $698K | Buy |
76,652
+11,359
| +17% | +$103K | 0.36% | 53 |
|
|
2020
Q4 | $538K | Hold |
65,293
| – | – | 0.29% | 57 |
|
|
2020
Q3 | $390K | Buy |
65,293
+8,702
| +15% | +$52K | 0.23% | 66 |
|
|
2020
Q2 | $500K | Buy |
+56,591
| New | +$500K | 0.31% | 53 |
|
|
2019
Q3 | – | Sell |
-8,691
| Closed | -$214K | – | 134 |
|
|
2019
Q2 | $214K | Hold |
8,691
| – | – | 0.13% | 114 |
|
|
2019
Q1 | $204K | Buy |
+8,691
| New | +$204K | 0.13% | 119 |
|