Empirical Wealth Management’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Sell |
8,654
-1,707
| -16% | -$179K | 0.02% | 322 |
|
|
2025
Q1 | $1.16M | Buy |
10,361
+5,363
| +107% | +$600K | 0.03% | 279 |
|
|
2024
Q4 | $528K | Buy |
4,998
+584
| +13% | +$61.7K | 0.01% | 374 |
|
|
2024
Q3 | $557K | Sell |
4,414
-296
| -6% | -$37.4K | 0.02% | 350 |
|
|
2024
Q2 | $529K | Sell |
4,710
-984
| -17% | -$111K | 0.02% | 344 |
|
|
2024
Q1 | $742K | Sell |
5,694
-859
| -13% | -$112K | 0.02% | 281 |
|
|
2023
Q4 | $874K | Buy |
6,553
+369
| +6% | +$49.2K | 0.03% | 253 |
|
|
2023
Q3 | $694K | Buy |
6,184
+2,833
| +85% | +$318K | 0.03% | 261 |
|
|
2023
Q2 | $411K | Buy |
3,351
+873
| +35% | +$107K | 0.02% | 335 |
|
|
2023
Q1 | $309K | Sell |
2,478
-32
| -1% | -$3.99K | 0.01% | 389 |
|
|
2022
Q4 | $283K | Sell |
2,510
-82
| -3% | -$9.25K | 0.01% | 390 |
|
|
2022
Q3 | $263K | Buy |
2,592
+192
| +8% | +$19.5K | 0.01% | 399 |
|
|
2022
Q2 | $282K | Sell |
2,400
-101
| -4% | -$11.9K | 0.01% | 396 |
|
|
2022
Q1 | $404K | Buy |
2,501
+462
| +23% | +$74.6K | 0.02% | 355 |
|
|
2021
Q4 | $343K | Buy |
2,039
+186
| +10% | +$31.3K | 0.02% | 402 |
|
|
2021
Q3 | $232K | Sell |
1,853
-126
| -6% | -$15.8K | 0.01% | 412 |
|
|
2021
Q2 | $237K | Buy |
+1,979
| New | +$237K | 0.01% | 401 |
|
|
2021
Q1 | – | Sell |
-2,763
| Closed | -$275K | – | 409 |
|
|
2020
Q4 | $275K | Buy |
+2,763
| New | +$275K | 0.02% | 310 |
|