Bartlett & Co 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 | $129K | Buy |
1,224
+28
| +2% | +$2.94K | ﹤0.01% | 498 |
|
|
2025
Q1 | $134K | Sell |
1,196
-1,254
| -51% | -$140K | ﹤0.01% | 495 |
|
|
2024
Q4 | $259K | Buy |
2,450
+108
| +5% | +$11.4K | ﹤0.01% | 409 |
|
|
2024
Q3 | $296K | Buy |
2,342
+170
| +8% | +$21.5K | ﹤0.01% | 400 |
|
|
2024
Q2 | $244K | Sell |
2,172
-7
| -0.3% | -$786 | ﹤0.01% | 419 |
|
|
2024
Q1 | $284K | Sell |
2,179
-370
| -15% | -$48.2K | ﹤0.01% | 412 |
|
|
2023
Q4 | $347K | Buy |
2,549
+166
| +7% | +$22.6K | 0.01% | 395 |
|
|
2023
Q3 | $267K | Buy |
2,383
+377
| +19% | +$42.3K | ﹤0.01% | 412 |
|
|
2023
Q2 | $246K | Hold |
2,006
| – | – | ﹤0.01% | 427 |
|
|
2023
Q1 | $250K | Hold |
2,006
| – | – | ﹤0.01% | 355 |
|
|
2022
Q4 | $226K | Buy |
2,006
+705
| +54% | +$79.5K | ﹤0.01% | 369 |
|
|
2022
Q3 | $132K | Sell |
1,301
-31
| -2% | -$3.15K | ﹤0.01% | 427 |
|
|
2022
Q2 | $157K | Buy |
1,332
+31
| +2% | +$3.65K | ﹤0.01% | 401 |
|
|
2022
Q1 | $210K | Sell |
1,301
-32
| -2% | -$5.17K | ﹤0.01% | 382 |
|
|
2021
Q4 | $224K | Buy |
1,333
+436
| +49% | +$73.4K | ﹤0.01% | 376 |
|
|
2021
Q3 | $113K | Buy |
897
+388
| +76% | +$48.7K | ﹤0.01% | 396 |
|
|
2021
Q2 | $60.8K | Hold |
509
| – | – | ﹤0.01% | 475 |
|
|
2021
Q1 | $54K | Sell |
509
-20
| -4% | -$2.12K | ﹤0.01% | 523 |
|
|
2020
Q4 | $52.7K | Buy |
529
+29
| +6% | +$2.89K | ﹤0.01% | 519 |
|
|
2020
Q3 | $50.3K | Sell |
500
-100
| -17% | -$10.1K | ﹤0.01% | 499 |
|
|
2020
Q2 | $56K | Buy |
600
+78
| +15% | +$7.28K | ﹤0.01% | 475 |
|
|
2020
Q1 | $42K | Sell |
522
-78
| -13% | -$6.27K | ﹤0.01% | 493 |
|
|
2019
Q4 | $53.5K | Hold |
600
| – | – | ﹤0.01% | 517 |
|
|
2019
Q3 | $51.1K | Hold |
600
| – | – | ﹤0.01% | 525 |
|
|
2019
Q2 | $48.1K | Sell |
600
-49
| -8% | -$3.93K | ﹤0.01% | 439 |
|
|
2019
Q1 | $46.7K | Buy |
649
+49
| +8% | +$3.53K | ﹤0.01% | 433 |
|
|
2018
Q4 | $35.2K | Hold |
600
| – | – | ﹤0.01% | 459 |
|
|
2018
Q3 | $40.7K | Hold |
600
| – | – | ﹤0.01% | 465 |
|
|
2018
Q2 | $39.4K | Hold |
600
| – | – | ﹤0.01% | 449 |
|
|
2018
Q1 | $37.8K | Buy |
+600
| New | +$37.8K | ﹤0.01% | 451 |
|