Marcum Wealth’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $609K | Buy |
5,452
+122
| +2% | +$13.6K | 0.05% | 167 |
|
|
2024
Q4 | $563K | Sell |
5,330
-1,132
| -18% | -$120K | 0.05% | 178 |
|
|
2024
Q3 | $816K | Buy |
6,462
+1,020
| +19% | +$129K | 0.08% | 133 |
|
|
2024
Q2 | $611K | Sell |
5,442
-193
| -3% | -$21.7K | 0.06% | 160 |
|
|
2024
Q1 | $734K | Sell |
5,635
-238
| -4% | -$31K | 0.07% | 137 |
|
|
2023
Q4 | $783K | Sell |
5,873
-91
| -2% | -$12.1K | 0.08% | 124 |
|
|
2023
Q3 | $669K | Sell |
5,964
-718
| -11% | -$80.6K | 0.08% | 131 |
|
|
2023
Q2 | $819K | Sell |
6,682
-526
| -7% | -$64.5K | 0.1% | 110 |
|
|
2023
Q1 | $899K | Buy |
7,208
+50
| +0.7% | +$6.24K | 0.11% | 104 |
|
|
2022
Q4 | $807K | Buy |
7,158
+812
| +13% | +$91.5K | 0.11% | 113 |
|
|
2022
Q3 | $645K | Sell |
6,346
-587
| -8% | -$59.7K | 0.1% | 129 |
|
|
2022
Q2 | $816K | Buy |
6,933
+323
| +5% | +$38K | 0.12% | 108 |
|
|
2022
Q1 | $1.07M | Sell |
6,610
-566
| -8% | -$91.4K | 0.15% | 93 |
|
|
2021
Q4 | $1.21M | Buy |
7,176
+566
| +9% | +$95.3K | 0.17% | 87 |
|
|
2021
Q3 | $829K | Sell |
6,610
-365
| -5% | -$45.8K | 0.13% | 111 |
|
|
2021
Q2 | $834K | Buy |
6,975
+35
| +0.5% | +$4.19K | 0.14% | 112 |
|
|
2021
Q1 | $736K | Buy |
+6,940
| New | +$736K | 0.12% | 126 |
|