Wealth Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-11,587
| Closed | -$208K | – | 582 |
|
|
2025
Q4 | $208K | Sell |
11,587
-90
| -0.8% | -$1.53K | 0.02% | 528 |
|
|
2025
Q3 | $199K | Sell |
11,677
-13
| -0.1% | -$233 | 0.02% | 538 |
|
|
2025
Q2 | $214K | Buy |
11,690
+6
| +0.1% | +$105 | 0.02% | 506 |
|
|
2025
Q1 | $234K | Buy |
11,684
+197
| +2% | +$3.89K | 0.03% | 460 |
|
|
2024
Q4 | $196K | Sell |
11,487
-8,874
| -44% | -$154K | 0.02% | 479 |
|
|
2024
Q3 | $354K | Sell |
20,361
-1,692
| -8% | -$30.3K | 0.04% | 356 |
|
|
2024
Q2 | $394K | Sell |
22,053
-4,938
| -18% | -$86.2K | 0.05% | 309 |
|
|
2024
Q1 | $474K | Sell |
26,991
-5,008
| -16% | -$80.8K | 0.06% | 281 |
|
|
2023
Q4 | $485K | Sell |
31,999
-2,244
| -7% | -$34.3K | 0.07% | 265 |
|
|
2023
Q3 | $525K | Sell |
34,243
-6,147
| -15% | -$92.1K | 0.08% | 234 |
|
|
2023
Q2 | $569K | Buy |
40,390
+1,937
| +5% | +$25.6K | 0.09% | 229 |
|
|
2023
Q1 | $480K | Buy |
38,453
+11,268
| +41% | +$141K | 0.08% | 248 |
|
|
2022
Q4 | $320K | Sell |
27,185
-12,512
| -32% | -$148K | 0.06% | 326 |
|
|
2022
Q3 | $417K | Buy |
39,697
+16,337
| +70% | +$182K | 0.08% | 246 |
|
|
2022
Q2 | $229K | Sell |
23,360
-11,811
| -34% | -$128K | 0.04% | 395 |
|
|
2022
Q1 | $379K | Buy |
35,171
+10,012
| +40% | +$107K | 0.08% | 282 |
|
|
2021
Q4 | $235K | Buy |
25,159
+5,292
| +27% | +$53.2K | 0.05% | 387 |
|
|
2021
Q3 | $202K | Buy |
19,867
+1,821
| +10% | +$18.1K | 0.05% | 408 |
|
|
2021
Q2 | $205K | Buy |
18,046
+8,046
| +80% | +$82.7K | 0.05% | 405 |
|
|
2021
Q1 | $91K | Sell |
10,000
-12,872
| -56% | -$118K | 0.03% | 381 |
|
|
2020
Q4 | $188K | Buy |
+22,872
| New | +$174K | 0.06% | 370 |
|
Other funds holding PAA
AA
TCA
KACA
