Wealthspire Advisors (New York)’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 Q1	–	Sell	-90,000	Closed	-$1.54M	–	819
2024 Q4	$1.54M	Hold	90,000	–	–	0.02%	290
2024 Q3	$1.56M	Hold	90,000	–	–	0.02%	290
2024 Q2	$1.61M	Sell	90,000 -2,750	-3%	-$48K	0.02%	234
2024 Q1	$1.63M	Sell	92,750 -1,000	-1%	-$16.1K	0.02%	234
2023 Q4	$1.42M	Sell	93,750 -17,250	-16%	-$263K	0.02%	251
2023 Q3	$1.7M	Buy	111,000 +10,000	+10%	+$150K	0.03%	191
2023 Q2	$1.42M	Sell	101,000 -10,000	-9%	-$132K	0.02%	197
2023 Q1	$1.38M	Buy	111,000 +20,000	+22%	+$250K	0.02%	196
2022 Q4	$1.07M	Buy	91,000 +10,000	+12%	+$118K	0.02%	248
2022 Q3	$852K	Buy	81,000 +15,000	+23%	+$167K	0.02%	245
2022 Q2	$648K	Buy	66,000 +15,000	+29%	+$163K	0.01%	284
2022 Q1	$549K	Buy	51,000 +24,700	+94%	+$265K	0.01%	263
2021 Q4	$246K	Sell	26,300 -15,478	-37%	-$156K	0.01%	475
2021 Q3	$425K	Buy	+41,778	New	+$415K	0.01%	390