WWM
WT Wealth Management’s Plains All American Pipeline PAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $626K | Buy |
31,310
+2,229
| +8% | +$44.6K | 0.2% | 75 |
|
|
2024
Q4 | $497K | Buy |
29,081
+2,808
| +11% | +$48K | 0.16% | 86 |
|
|
2024
Q3 | $454K | Buy |
26,273
+508
| +2% | +$8.77K | 0.15% | 86 |
|
|
2024
Q2 | $460K | Buy |
25,765
+1,225
| +5% | +$21.9K | 0.16% | 86 |
|
|
2024
Q1 | $431K | Buy |
24,540
+200
| +0.8% | +$3.51K | 0.15% | 87 |
|
|
2023
Q4 | $369K | Hold |
24,340
| – | – | 0.15% | 87 |
|
|
2023
Q3 | $373K | Buy |
+24,340
| New | +$373K | 0.16% | 85 |
|