JWCA
J.W. Coons Advisors’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $579K | Hold |
5,508
| – | – | 0.13% | 145 |
|
|
2025
Q1 | $616K | Sell |
5,508
-147
| -3% | -$16.4K | 0.16% | 130 |
|
|
2024
Q4 | $598K | Hold |
5,655
| – | – | 0.15% | 130 |
|
|
2024
Q3 | $714K | Sell |
5,655
-400
| -7% | -$50.5K | 0.18% | 122 |
|
|
2024
Q2 | $680K | Hold |
6,055
| – | – | 0.16% | 118 |
|
|
2024
Q1 | $788K | Hold |
6,055
| – | – | 0.18% | 108 |
|
|
2023
Q4 | $807K | Hold |
6,055
| – | – | 0.22% | 108 |
|
|
2023
Q3 | $679K | Hold |
6,055
| – | – | 0.2% | 115 |
|
|
2023
Q2 | $743K | Hold |
6,055
| – | – | 0.2% | 111 |
|
|
2023
Q1 | $755K | Hold |
6,055
| – | – | 0.22% | 109 |
|
|
2022
Q4 | $683K | Hold |
6,055
| – | – | 0.2% | 115 |
|
|
2022
Q3 | $615K | Hold |
6,055
| – | – | 0.23% | 115 |
|
|
2022
Q2 | $712K | Hold |
6,055
| – | – | 0.25% | 105 |
|
|
2022
Q1 | $977K | Buy |
6,055
+200
| +3% | +$32.3K | 0.29% | 85 |
|
|
2021
Q4 | $986K | Hold |
5,855
| – | – | 0.3% | 84 |
|
|
2021
Q3 | $735K | Hold |
5,855
| – | – | 0.25% | 100 |
|
|
2021
Q2 | $701K | Sell |
5,855
-191
| -3% | -$22.9K | 0.25% | 105 |
|
|
2021
Q1 | $642K | Sell |
6,046
-100
| -2% | -$10.6K | 0.23% | 117 |
|
|
2020
Q4 | $614K | Hold |
6,146
| – | – | 0.24% | 108 |
|
|
2020
Q3 | $617K | Buy |
6,146
+1,490
| +32% | +$150K | 0.26% | 109 |
|
|
2020
Q2 | $436K | Hold |
4,656
| – | – | 0.19% | 129 |
|
|
2020
Q1 | $373K | Buy |
+4,656
| New | +$373K | 0.2% | 126 |
|