HB 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
$2.29M Sell
21,799
-2,301
-10% -$242K 0.02% 335
2025
Q1
$2.69M Buy
24,100
+10,550
+78% +$1.18M 0.02% 318
2024
Q4
$1.43M Buy
13,550
+967
+8% +$102K 0.01% 350
2024
Q3
$1.59M Buy
12,583
+1,811
+17% +$229K 0.02% 305
2024
Q2
$1.21M Buy
10,772
+2,081
+24% +$234K 0.01% 331
2024
Q1
$1.13M Buy
8,691
+3,974
+84% +$518K 0.01% 331
2023
Q4
$629K Sell
4,717
-5,392
-53% -$719K 0.01% 397
2023
Q3
$1.13M Buy
10,109
+2,256
+29% +$253K 0.02% 283
2023
Q2
$963K Buy
7,853
+1,423
+22% +$175K 0.02% 295
2023
Q1
$802K Buy
6,430
+1,337
+26% +$167K 0.01% 322
2022
Q4
$574K Buy
5,093
+2,925
+135% +$330K 0.01% 366
2022
Q3
$220K Buy
2,168
+195
+10% +$19.8K ﹤0.01% 522
2022
Q2
$232K Buy
+1,973
New +$232K ﹤0.01% 507