Williams Jones Wealth Management’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
2024
Q4
Sell
-15,000
Closed -$261K 528
2024
Q3
$261K Buy
+15,000
New +$261K ﹤0.01% 450
2020
Q4
Sell
-18,243
Closed -$109K 478
2020
Q3
$109K Buy
+18,243
New +$109K ﹤0.01% 413