Geneos 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 | $3.77M | Sell |
35,889
-32,973
| -48% | -$3.47M | 0.09% | 266 |
|
|
2025
Q1 | $7.7M | Buy |
68,862
+31,086
| +82% | +$3.48M | 0.11% | 227 |
|
|
2024
Q4 | $3.99M | Buy |
37,776
+1,124
| +3% | +$119K | 0.14% | 167 |
|
|
2024
Q3 | $4.63M | Buy |
36,652
+7,644
| +26% | +$965K | 0.18% | 139 |
|
|
2024
Q2 | $3.26M | Buy |
29,008
+27,850
| +2,405% | +$3.13M | 0.14% | 167 |
|
|
2024
Q1 | $151K | Buy |
1,158
+51
| +5% | +$6.64K | 0.01% | 763 |
|
|
2023
Q4 | $148K | Sell |
1,107
-182
| -14% | -$24.3K | 0.01% | 747 |
|
|
2023
Q3 | $145K | Buy |
1,289
+771
| +149% | +$86.5K | 0.01% | 765 |
|
|
2023
Q2 | $63.5K | Buy |
518
+92
| +22% | +$11.3K | ﹤0.01% | 1008 |
|
|
2023
Q1 | $53.2K | Sell |
426
-61
| -13% | -$7.61K | ﹤0.01% | 1060 |
|
|
2022
Q4 | $54.9K | Hold |
487
| – | – | ﹤0.01% | 1024 |
|
|
2022
Q3 | $49K | Sell |
487
-274
| -36% | -$27.6K | ﹤0.01% | 1042 |
|
|
2022
Q2 | $91K | Buy |
761
+8
| +1% | +$957 | ﹤0.01% | 1039 |
|
|
2022
Q1 | $121K | Buy |
753
+37
| +5% | +$5.95K | 0.01% | 1009 |
|
|
2021
Q4 | $120K | Buy |
716
+70
| +11% | +$11.7K | ﹤0.01% | 1094 |
|
|
2021
Q3 | $81K | Buy |
646
+80
| +14% | +$10K | ﹤0.01% | 1256 |
|
|
2021
Q2 | $68K | Sell |
566
-12,616
| -96% | -$1.52M | ﹤0.01% | 1337 |
|
|
2021
Q1 | $1.54M | Buy |
13,182
+46
| +0.4% | +$5.36K | 0.04% | 328 |
|
|
2020
Q4 | $58K | Buy |
13,136
+12,377
| +1,631% | +$54.6K | ﹤0.01% | 1385 |
|
|
2020
Q3 | $74K | Buy |
759
+10
| +1% | +$975 | ﹤0.01% | 1067 |
|
|
2020
Q2 | $67K | Sell |
749
-233
| -24% | -$20.8K | ﹤0.01% | 1098 |
|
|
2020
Q1 | $77K | Sell |
982
-231
| -19% | -$18.1K | 0.01% | 936 |
|
|
2019
Q4 | $107K | Hold |
1,213
| – | – | 0.01% | 925 |
|
|
2019
Q3 | $104K | Hold |
1,213
| – | – | 0.01% | 877 |
|
|
2019
Q2 | $97K | Hold |
1,213
| – | – | 0.01% | 924 |
|
|
2019
Q1 | $87K | Sell |
1,213
-900
| -43% | -$64.6K | 0.01% | 915 |
|
|
2018
Q4 | $123K | Sell |
2,113
-991
| -32% | -$57.7K | 0.01% | 767 |
|
|
2018
Q3 | $210K | Buy |
3,104
+2,667
| +610% | +$180K | 0.01% | 622 |
|
|
2018
Q2 | $28K | Hold |
437
| – | – | ﹤0.01% | 1313 |
|
|
2018
Q1 | $27K | Sell |
437
-193
| -31% | -$11.9K | ﹤0.01% | 1261 |
|
|
2017
Q4 | $40K | Sell |
630
-10
| -2% | -$635 | ﹤0.01% | 1103 |
|
|
2017
Q3 | $40K | Buy |
640
+1
| +0.2% | +$63 | ﹤0.01% | 1063 |
|
|
2017
Q2 | $37K | Buy |
639
+1
| +0.2% | +$58 | ﹤0.01% | 1050 |
|
|
2017
Q1 | $33K | Sell |
638
-49
| -7% | -$2.53K | ﹤0.01% | 1052 |
|
|
2016
Q4 | $36K | Hold |
687
| – | – | ﹤0.01% | 954 |
|
|
2016
Q3 | $36K | Buy |
687
+188
| +38% | +$9.85K | ﹤0.01% | 928 |
|
|
2016
Q2 | $24K | Buy |
499
+1
| +0.2% | +$48 | ﹤0.01% | 1055 |
|
|
2016
Q1 | $22K | Buy |
+498
| New | +$22K | ﹤0.01% | 1063 |
|