Atria Wealth Solutions’s Prologis PLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.48M Sell
14,048
-6,560
-32% -$691K 0.03% 504
2025
Q1
$2.3M Sell
20,608
-1,077
-5% -$120K 0.03% 576
2024
Q4
$2.29M Buy
21,685
+9,105
+72% +$962K 0.03% 596
2024
Q3
$1.59M Sell
12,580
-5,268
-30% -$665K 0.02% 722
2024
Q2
$2M Sell
17,848
-318
-2% -$35.7K 0.02% 625
2024
Q1
$2.38M Buy
18,166
+680
+4% +$88.9K 0.03% 576
2023
Q4
$2.33M Buy
17,486
+4,345
+33% +$579K 0.03% 554
2023
Q3
$1.47M Sell
13,141
-2,719
-17% -$305K 0.02% 660
2023
Q2
$1.94M Sell
15,860
-448
-3% -$54.9K 0.03% 577
2023
Q1
$2.03M Sell
16,308
-314
-2% -$39.2K 0.03% 533
2022
Q4
$1.87M Sell
16,622
-8,526
-34% -$961K 0.03% 542
2022
Q3
$2.56M Sell
25,148
-2,532
-9% -$257K 0.04% 392
2022
Q2
$3.26M Sell
27,680
-5,743
-17% -$676K 0.06% 309
2022
Q1
$5.4M Buy
+33,423
New +$5.4M 0.09% 234