Congress 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 | $2.42M | Buy |
23,054
+135
| +0.6% | +$14.2K | 0.02% | 527 |
|
|
2025
Q1 | $2.56M | Buy |
22,919
+1,989
| +10% | +$222K | 0.03% | 445 |
|
|
2024
Q4 | $2.21M | Buy |
20,930
+1,449
| +7% | +$153K | 0.03% | 397 |
|
|
2024
Q3 | $2.46M | Buy |
+19,481
| New | +$2.46M | 0.03% | 390 |
|
|
2024
Q2 | – | Sell |
-5,843
| Closed | -$761K | – | 734 |
|
|
2024
Q1 | $761K | Buy |
+5,843
| New | +$761K | 0.01% | 399 |
|
|
2023
Q4 | – | Sell |
-7,114
| Closed | -$798K | – | 655 |
|
|
2023
Q3 | $798K | Sell |
7,114
-438
| -6% | -$49.2K | 0.02% | 398 |
|
|
2023
Q2 | $926K | Buy |
7,552
+5,887
| +354% | +$722K | 0.02% | 348 |
|
|
2023
Q1 | $208K | Buy |
+1,665
| New | +$208K | 0.01% | 535 |
|
|
2022
Q2 | – | Sell |
-1,286
| Closed | -$208K | – | 603 |
|
|
2022
Q1 | $208K | Buy |
+1,286
| New | +$208K | ﹤0.01% | 575 |
|