Heritage Wealth Management (Ohio)’s Prologis PLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,660	Closed	-$297K	–	243
2025 Q1	$297K	Hold	2,660	–	–	0.1%	187
2024 Q4	$281K	Buy	2,660 +45	+2%	+$4.76K	0.09%	191
2024 Q3	$330K	Hold	2,615	–	–	0.11%	172
2024 Q2	$299K	Buy	+2,615	New	+$299K	0.1%	177