Axxcess Wealth Management’s Prologis PLD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,246
Closed -$237K 915
2024
Q4
$237K Sell
2,246
-1,897
-46% -$201K 0.01% 747
2024
Q3
$523K Buy
4,143
+80
+2% +$10.1K 0.01% 541
2024
Q2
$456K Sell
4,063
-1,882
-32% -$211K 0.01% 540
2024
Q1
$774K Sell
5,945
-353
-6% -$46K 0.02% 431
2023
Q4
$840K Sell
6,298
-59
-0.9% -$7.87K 0.02% 390
2023
Q3
$713K Buy
6,357
+4,359
+218% +$489K 0.02% 379
2023
Q2
$245K Buy
1,998
+65
+3% +$7.97K 0.02% 510
2023
Q1
$241K Buy
+1,933
New +$241K 0.02% 537
2022
Q2
Sell
-3,052
Closed -$493K 622
2022
Q1
$493K Buy
3,052
+380
+14% +$61.4K 0.04% 361
2021
Q4
$450K Buy
+2,672
New +$450K 0.03% 379