Liberty 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 | $219K | Buy |
+2,080
| New | +$219K | 0.03% | 212 |
|
|
2025
Q1 | – | Sell |
-1,976
| Closed | -$209K | – | 186 |
|
|
2024
Q4 | $209K | Buy |
1,976
+116
| +6% | +$12.3K | 0.03% | 201 |
|
|
2024
Q3 | $235K | Buy |
+1,860
| New | +$235K | 0.04% | 189 |
|
|
2022
Q2 | – | Sell |
-1,321
| Closed | -$213K | – | 166 |
|
|
2022
Q1 | $213K | Buy |
1,321
+5
| +0.4% | +$806 | 0.08% | 138 |
|
|
2021
Q4 | $221 | Sell |
1,316
-314
| -19% | -$53 | 0.01% | 151 |
|
|
2021
Q3 | $211K | Buy |
1,630
+346
| +27% | +$44.8K | 0.08% | 159 |
|
|
2021
Q2 | $154K | Buy |
1,284
+28
| +2% | +$3.36K | 0.06% | 159 |
|
|
2021
Q1 | $133K | Hold |
1,256
| – | – | 0.07% | 147 |
|
|
2020
Q4 | $133K | Sell |
1,256
-153
| -11% | -$16.2K | 0.07% | 146 |
|
|
2020
Q3 | $142K | Buy |
1,409
+352
| +33% | +$35.5K | 0.08% | 123 |
|
|
2020
Q2 | $99K | Buy |
1,057
+4
| +0.4% | +$375 | 0.07% | 150 |
|
|
2020
Q1 | $85K | Sell |
1,053
-406
| -28% | -$32.8K | 0.07% | 159 |
|
|
2019
Q4 | $130K | Buy |
1,459
+1,042
| +250% | +$92.8K | 0.1% | 132 |
|
|
2019
Q3 | $36K | Sell |
417
-548
| -57% | -$47.3K | 0.03% | 294 |
|
|
2019
Q2 | $77K | Buy |
965
+600
| +164% | +$47.9K | 0.07% | 195 |
|
|
2019
Q1 | $26K | Hold |
365
| – | – | 0.02% | 307 |
|
|
2018
Q4 | $21K | Buy |
+365
| New | +$21K | 0.02% | 320 |
|