Beaumont Financial Advisors’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
2,131
+41
| +2% | +$4.31K | 0.02% | 346 |
|
|
2025
Q1 | $234K | Buy |
2,090
+63
| +3% | +$7.04K | 0.02% | 329 |
|
|
2024
Q4 | $214K | Sell |
2,027
-17
| -0.8% | -$1.8K | 0.02% | 346 |
|
|
2024
Q3 | $258K | Buy |
2,044
+47
| +2% | +$5.94K | 0.02% | 295 |
|
|
2024
Q2 | $224K | Sell |
1,997
-19
| -0.9% | -$2.13K | 0.02% | 328 |
|
|
2024
Q1 | $263K | Buy |
2,016
+73
| +4% | +$9.51K | 0.02% | 298 |
|
|
2023
Q4 | $259K | Sell |
1,943
-33
| -2% | -$4.4K | 0.02% | 288 |
|
|
2023
Q3 | $222K | Buy |
1,976
+16
| +0.8% | +$1.8K | 0.02% | 297 |
|
|
2023
Q2 | $240K | Buy |
1,960
+97
| +5% | +$11.9K | 0.02% | 300 |
|
|
2023
Q1 | $232K | Hold |
1,863
| – | – | 0.02% | 285 |
|
|
2022
Q4 | $210K | Buy |
+1,863
| New | +$210K | 0.02% | 302 |
|
|
2022
Q3 | – | Sell |
-1,827
| Closed | -$215K | – | 319 |
|
|
2022
Q2 | $215K | Buy |
1,827
+9
| +0.5% | +$1.06K | 0.02% | 287 |
|
|
2022
Q1 | $294K | Buy |
1,818
+25
| +1% | +$4.04K | 0.02% | 282 |
|
|
2021
Q4 | $302K | Hold |
1,793
| – | – | 0.02% | 271 |
|
|
2021
Q3 | $225K | Hold |
1,793
| – | – | 0.02% | 326 |
|
|
2021
Q2 | $214K | Buy |
+1,793
| New | +$214K | 0.02% | 350 |
|