Everhart Financial Group’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $297K | Sell |
2,829
-1,075
| -28% | -$113K | 0.03% | 287 |
|
2025
Q1 | $436K | Sell |
3,904
-812
| -17% | -$90.8K | 0.06% | 231 |
|
2024
Q4 | $499K | Sell |
4,716
-811
| -15% | -$85.7K | 0.1% | 191 |
|
2024
Q3 | $698K | Buy |
5,527
+3,110
| +129% | +$393K | 0.15% | 150 |
|
2024
Q2 | $271K | Sell |
2,417
-1,466
| -38% | -$165K | 0.07% | 237 |
|
2024
Q1 | $506K | Buy |
3,883
+499
| +15% | +$65K | 0.15% | 145 |
|
2023
Q4 | $451K | Buy |
3,384
+288
| +9% | +$38.4K | 0.16% | 126 |
|
2023
Q3 | $347K | Buy |
3,096
+182
| +6% | +$20.4K | 0.15% | 135 |
|
2023
Q2 | $357K | Sell |
2,914
-1,997
| -41% | -$245K | 0.15% | 136 |
|
2023
Q1 | $613K | Buy |
4,911
+226
| +5% | +$28.2K | 0.27% | 72 |
|
2022
Q4 | $528K | Buy |
4,685
+1,555
| +50% | +$175K | 0.27% | 81 |
|
2022
Q3 | $318K | Buy |
3,130
+285
| +10% | +$29K | 0.18% | 116 |
|
2022
Q2 | $334K | Sell |
2,845
-181
| -6% | -$21.2K | 0.2% | 112 |
|
2022
Q1 | $488K | Buy |
3,026
+598
| +25% | +$96.4K | 0.28% | 78 |
|
2021
Q4 | $408K | Buy |
2,428
+135
| +6% | +$22.7K | 0.25% | 78 |
|
2021
Q3 | $288K | Buy |
+2,293
| New | +$288K | 0.2% | 87 |
|