Beacon Financial Advisory’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $462K | Sell |
3,497
-8,073
| -70% | -$1.08M | 0.1% | 239 |
|
|
2025
Q4 | $1.48M | Sell |
11,570
-230
| -2% | -$28.7K | 0.34% | 69 |
|
|
2025
Q3 | $1.35M | Buy |
11,800
+7,559
| +178% | +$831K | 0.31% | 80 |
|
|
2025
Q2 | $446K | Buy |
4,241
+1,149
| +37% | +$121K | 0.12% | 218 |
|
|
2025
Q1 | $346K | Sell |
3,092
-86
| -3% | -$9.95K | 0.1% | 219 |
|
|
2024
Q4 | $336K | Buy |
3,178
+45
| +1% | +$5.17K | 0.11% | 207 |
|
|
2024
Q3 | $396K | Buy |
3,133
+544
| +21% | +$67.5K | 0.13% | 184 |
|
|
2024
Q2 | $291K | Buy |
+2,589
| New | +$287K | 0.11% | 215 |
|
|
2024
Q1 | – | Sell |
-4,135
| Closed | -$551K | – | 271 |
|
|
2023
Q4 | $551K | Buy |
4,135
+5
| +0.1% | +$568 | 0.27% | 111 |
|
|
2023
Q3 | $463K | Buy |
4,130
+90
| +2% | +$11K | 0.26% | 119 |
|
|
2023
Q2 | $495K | Sell |
4,040
-78
| -2% | -$9.6K | 0.28% | 113 |
|
|
2023
Q1 | $514K | Sell |
4,118
-19
| -0.5% | -$2.33K | 0.33% | 104 |
|
|
2022
Q4 | $466K | Buy |
4,137
+219
| +6% | +$24.3K | 0.33% | 105 |
|
|
2022
Q3 | $398K | Sell |
3,918
-40
| -1% | -$4.96K | 0.28% | 115 |
|
|
2022
Q2 | $466K | Buy |
3,958
+194
| +5% | +$26.8K | 0.27% | 123 |
|
|
2022
Q1 | $608K | Buy |
3,764
+38
| +1% | +$5.8K | 0.29% | 106 |
|
|
2021
Q4 | $627K | Buy |
3,726
+14
| +0.4% | +$2.09K | 0.29% | 109 |
|
|
2021
Q3 | $466K | Buy |
3,712
+7
| +0.2% | +$908 | 0.24% | 126 |
|
|
2021
Q2 | $443K | Buy |
3,705
+12
| +0.3% | +$1.4K | 0.24% | 135 |
|
|
2021
Q1 | $391K | Sell |
3,693
-1
| -0% | -$102 | 0.22% | 135 |
|
|
2020
Q4 | $368K | Buy |
3,694
+55
| +2% | +$5.56K | 0.24% | 126 |
|
|
2020
Q3 | $366K | Buy |
3,639
+13
| +0.4% | +$1.3K | 0.32% | 111 |
|
|
2020
Q2 | $338K | Sell |
3,626
-1,537
| -30% | -$137K | 0.37% | 93 |
|
|
2020
Q1 | $414K | Buy |
5,163
+2,692
| +109% | +$235K | 0.53% | 63 |
|
|
2019
Q4 | $220K | Buy |
+2,471
| New | +$219K | 0.19% | 142 |
|
Other funds holding PLD
VCM
VPM
AAMU
