EWA
EP Wealth Advisors’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Buy |
32,498
+2,006
| +7% | +$211K | 0.02% | 317 |
|
|
2025
Q1 | $3.41M | Buy |
30,492
+15,782
| +107% | +$1.76M | 0.03% | 275 |
|
|
2024
Q4 | $1.55M | Buy |
14,710
+292
| +2% | +$30.9K | 0.01% | 400 |
|
|
2024
Q3 | $1.82M | Buy |
14,418
+1,492
| +12% | +$188K | 0.02% | 375 |
|
|
2024
Q2 | $1.45M | Buy |
12,926
+582
| +5% | +$65.4K | 0.02% | 328 |
|
|
2024
Q1 | $1.61M | Buy |
12,344
+1,442
| +13% | +$188K | 0.02% | 300 |
|
|
2023
Q4 | $1.45M | Buy |
10,902
+1,469
| +16% | +$196K | 0.02% | 305 |
|
|
2023
Q3 | $1.06M | Buy |
9,433
+938
| +11% | +$105K | 0.02% | 321 |
|
|
2023
Q2 | $1.21M | Sell |
8,495
-3,632
| -30% | -$519K | 0.02% | 299 |
|
|
2023
Q1 | $557K | Buy |
12,127
+2,598
| +27% | +$119K | 0.01% | 395 |
|
|
2022
Q4 | $1.07M | Sell |
9,529
-671
| -7% | -$75.6K | 0.02% | 272 |
|
|
2022
Q3 | $1.04M | Sell |
10,200
-2,048
| -17% | -$208K | 0.02% | 233 |
|
|
2022
Q2 | $1.44M | Sell |
12,248
-1,903
| -13% | -$224K | 0.03% | 221 |
|
|
2022
Q1 | $2.29M | Sell |
14,151
-318
| -2% | -$51.3K | 0.05% | 192 |
|
|
2021
Q4 | $2.44M | Buy |
14,469
+126
| +0.9% | +$21.2K | 0.06% | 169 |
|
|
2021
Q3 | $1.8M | Buy |
14,343
+69
| +0.5% | +$8.65K | 0.05% | 180 |
|
|
2021
Q2 | $1.71M | Buy |
14,274
+376
| +3% | +$44.9K | 0.05% | 194 |
|
|
2021
Q1 | $1.47M | Buy |
13,898
+3
| +0% | +$318 | 0.05% | 196 |
|
|
2020
Q4 | $1.39M | Sell |
13,895
-3,340
| -19% | -$333K | 0.05% | 156 |
|
|
2020
Q3 | $1.73M | Sell |
17,235
-5,175
| -23% | -$521K | 0.07% | 120 |
|
|
2020
Q2 | $2.09M | Sell |
22,410
-143,139
| -86% | -$13.4M | 0.09% | 115 |
|
|
2020
Q1 | $13.3M | Buy |
165,549
+1,273
| +0.8% | +$102K | 0.65% | 33 |
|
|
2019
Q4 | $14.6M | Buy |
164,276
+6,462
| +4% | +$576K | 0.6% | 37 |
|
|
2019
Q3 | $13.4M | Buy |
157,814
+132,339
| +519% | +$11.3M | 0.67% | 36 |
|
|
2019
Q2 | $2.04M | Buy |
25,475
+835
| +3% | +$66.9K | 0.13% | 86 |
|
|
2019
Q1 | $1.77M | Sell |
24,640
-4,881
| -17% | -$351K | 0.17% | 84 |
|
|
2018
Q4 | $1.73M | Sell |
29,521
-1,746
| -6% | -$102K | 0.13% | 94 |
|
|
2018
Q3 | $2.12M | Buy |
31,267
+607
| +2% | +$41.2K | 0.17% | 72 |
|
|
2018
Q2 | $2.01M | Sell |
30,660
-240
| -0.8% | -$15.8K | 0.19% | 65 |
|
|
2018
Q1 | $1.95M | Buy |
+30,900
| New | +$1.95M | 0.19% | 70 |
|