Carson Wealth (CWM LLC)’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Buy |
30,472
+2,876
| +10% | +$302K | 0.01% | 752 |
|
|
2025
Q1 | $3.09M | Buy |
27,596
+4,313
| +19% | +$482K | 0.01% | 674 |
|
|
2024
Q4 | $2.46M | Buy |
23,283
+3,028
| +15% | +$320K | 0.01% | 703 |
|
|
2024
Q3 | $2.56M | Buy |
20,255
+1,257
| +7% | +$159K | 0.01% | 626 |
|
|
2024
Q2 | $2.13M | Buy |
18,998
+1,952
| +11% | +$219K | 0.01% | 631 |
|
|
2024
Q1 | $2.22M | Sell |
17,046
-1,165
| -6% | -$152K | 0.01% | 595 |
|
|
2023
Q4 | $2.43M | Sell |
18,211
-3,211
| -15% | -$428K | 0.01% | 537 |
|
|
2023
Q3 | $2.4M | Buy |
21,422
+1,676
| +8% | +$188K | 0.01% | 503 |
|
|
2023
Q2 | $2.42M | Buy |
19,746
+2,946
| +18% | +$361K | 0.02% | 479 |
|
|
2023
Q1 | $2.1M | Sell |
16,800
-1,184
| -7% | -$148K | 0.01% | 466 |
|
|
2022
Q4 | $2.03M | Buy |
17,984
+6,666
| +59% | +$751K | 0.01% | 441 |
|
|
2022
Q3 | $1.15M | Buy |
11,318
+1,384
| +14% | +$141K | 0.01% | 528 |
|
|
2022
Q2 | $1.17M | Buy |
9,934
+249
| +3% | +$29.3K | 0.01% | 526 |
|
|
2022
Q1 | $1.56M | Buy |
9,685
+2,615
| +37% | +$422K | 0.01% | 453 |
|
|
2021
Q4 | $1.19M | Buy |
+7,070
| New | +$1.19M | 0.01% | 543 |
|
|
2021
Q2 | $213K | Hold |
1,779
| – | – | ﹤0.01% | 881 |
|
|
2021
Q1 | $213K | Hold |
1,779
| – | – | ﹤0.01% | 881 |
|
|
2020
Q4 | $213K | Hold |
1,779
| – | – | ﹤0.01% | 881 |
|
|
2020
Q3 | $213K | Hold |
1,779
| – | – | ﹤0.01% | 881 |
|
|
2020
Q2 | $213K | Hold |
1,779
| – | – | ﹤0.01% | 881 |
|
|
2020
Q1 | $213K | Hold |
1,779
| – | – | ﹤0.01% | 881 |
|
|
2019
Q4 | $213K | Hold |
1,779
| – | – | ﹤0.01% | 881 |
|
|
2019
Q3 | $213K | Hold |
1,779
| – | – | ﹤0.01% | 881 |
|
|
2019
Q2 | $213K | Hold |
1,779
| – | – | ﹤0.01% | 881 |
|
|
2019
Q1 | $213K | Buy |
1,779
+1,263
| +245% | +$151K | ﹤0.01% | 881 |
|
|
2018
Q4 | $30K | Buy |
516
+39
| +8% | +$2.27K | ﹤0.01% | 1018 |
|
|
2018
Q3 | $32K | Buy |
477
+35
| +8% | +$2.35K | ﹤0.01% | 842 |
|
|
2018
Q2 | $29K | Buy |
442
+45
| +11% | +$2.95K | ﹤0.01% | 755 |
|
|
2018
Q1 | $25K | Sell |
397
-286
| -42% | -$18K | ﹤0.01% | 672 |
|
|
2017
Q4 | $44K | Buy |
683
+103
| +18% | +$6.64K | ﹤0.01% | 548 |
|
|
2017
Q3 | $37K | Buy |
+580
| New | +$37K | ﹤0.01% | 574 |
|
|
2017
Q1 | – | Sell |
-78
| Closed | -$4K | – | 1280 |
|
|
2016
Q4 | $4K | Buy |
+78
| New | +$4K | ﹤0.01% | 887 |
|