Avior Wealth Management’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Buy |
5,912
+281
| +5% | +$29.5K | 0.02% | 383 |
|
|
2025
Q1 | $629K | Sell |
5,631
-2,495
| -31% | -$279K | 0.02% | 352 |
|
|
2024
Q4 | $859K | Sell |
8,126
-393
| -5% | -$41.5K | 0.03% | 313 |
|
|
2024
Q3 | $1.08M | Sell |
8,519
-291
| -3% | -$36.7K | 0.04% | 273 |
|
|
2024
Q2 | $988K | Buy |
8,810
+878
| +11% | +$98.4K | 0.04% | 274 |
|
|
2024
Q1 | $1.03M | Buy |
7,932
+2,811
| +55% | +$366K | 0.05% | 274 |
|
|
2023
Q4 | $683K | Buy |
5,121
+350
| +7% | +$46.7K | 0.04% | 275 |
|
|
2023
Q3 | $535K | Buy |
4,771
+5
| +0.1% | +$561 | 0.04% | 310 |
|
|
2023
Q2 | $584K | Buy |
4,766
+331
| +7% | +$40.6K | 0.04% | 299 |
|
|
2023
Q1 | $553K | Buy |
4,435
+701
| +19% | +$87.5K | 0.04% | 323 |
|
|
2022
Q4 | $421K | Buy |
3,734
+13
| +0.3% | +$1.47K | 0.03% | 342 |
|
|
2022
Q3 | $377K | Hold |
3,721
| – | – | 0.03% | 333 |
|
|
2022
Q2 | $436K | Hold |
3,721
| – | – | 0.04% | 275 |
|
|
2022
Q1 | $599K | Hold |
3,721
| – | – | 0.05% | 251 |
|
|
2021
Q4 | $625K | Sell |
3,721
-424
| -10% | -$71.2K | 0.05% | 281 |
|
|
2021
Q3 | $519K | Sell |
4,145
-163
| -4% | -$20.4K | 0.04% | 307 |
|
|
2021
Q2 | $514K | Hold |
4,308
| – | – | 0.05% | 293 |
|
|
2021
Q1 | $456K | Buy |
4,308
+1,928
| +81% | +$204K | 0.05% | 307 |
|
|
2020
Q4 | $236K | Buy |
2,380
+2,361
| +12,426% | +$234K | 0.03% | 363 |
|
|
2020
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 885 |
|
|
2020
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 860 |
|
|
2020
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 739 |
|
|
2019
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 764 |
|
|
2019
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 743 |
|
|
2019
Q2 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 737 |
|
|
2018
Q1 | – | Sell |
-4,639
| Closed | -$299K | – | 818 |
|
|
2017
Q4 | $299K | Buy |
+4,639
| New | +$299K | 0.07% | 247 |
|