Beverly Hills Private Wealth’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
12,837
-450
| -3% | -$47.3K | 0.25% | 103 |
|
|
2025
Q1 | $1.49M | Sell |
13,287
-320
| -2% | -$35.8K | 0.29% | 91 |
|
|
2024
Q4 | $1.44M | Sell |
13,607
-650
| -5% | -$68.7K | 0.29% | 95 |
|
|
2024
Q3 | $1.8M | Sell |
14,257
-2,117
| -13% | -$267K | 0.36% | 80 |
|
|
2024
Q2 | $1.84M | Sell |
16,374
-824
| -5% | -$92.5K | 0.4% | 68 |
|
|
2024
Q1 | $2.24M | Sell |
17,198
-1,022
| -6% | -$133K | 0.52% | 53 |
|
|
2023
Q4 | $2.43M | Sell |
18,220
-668
| -4% | -$89K | 0.63% | 42 |
|
|
2023
Q3 | $2.12M | Sell |
18,888
-17,063
| -47% | -$1.91M | 0.63% | 43 |
|
|
2023
Q2 | $4.39M | Buy |
35,951
+17,172
| +91% | +$2.1M | 0.72% | 39 |
|
|
2023
Q1 | $2.34M | Buy |
18,779
+2,566
| +16% | +$320K | 0.73% | 39 |
|
|
2022
Q4 | $1.83M | Buy |
+16,213
| New | +$1.83M | 0.8% | 39 |
|