Icon Wealth Advisors’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Sell |
5,022
-3
| -0.1% | -$315 | 0.04% | 239 |
|
|
2025
Q1 | $562K | Sell |
5,025
-4,225
| -46% | -$472K | 0.05% | 205 |
|
|
2024
Q4 | $978K | Sell |
9,250
-180
| -2% | -$19K | 0.08% | 149 |
|
|
2024
Q3 | $1.19M | Sell |
9,430
-4
| -0% | -$505 | 0.1% | 141 |
|
|
2024
Q2 | $1.19M | Sell |
9,434
-7,860
| -45% | -$991K | 0.11% | 137 |
|
|
2024
Q1 | $2.25M | Sell |
17,294
-1,302
| -7% | -$170K | 0.21% | 89 |
|
|
2023
Q4 | $2.48M | Buy |
+18,596
| New | +$2.48M | 0.26% | 79 |
|
|
2022
Q4 | $3.7M | Buy |
32,783
+7,377
| +29% | +$832K | 0.42% | 62 |
|
|
2022
Q3 | $2.58M | Buy |
+25,406
| New | +$2.58M | 0.31% | 78 |
|