MSWM
McGlone Suttner Wealth Management’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Buy |
5,303
+146
| +3% | +$15.3K | 0.08% | 106 |
|
|
2025
Q1 | $577K | Buy |
5,157
+2,548
| +98% | +$285K | 0.09% | 99 |
|
|
2024
Q4 | $276K | Sell |
2,609
-2,814
| -52% | -$297K | 0.05% | 144 |
|
|
2024
Q3 | $685K | Buy |
5,423
+2,590
| +91% | +$327K | 0.14% | 79 |
|
|
2024
Q2 | $378K | Sell |
2,833
-348
| -11% | -$46.4K | 0.08% | 105 |
|
|
2024
Q1 | $414K | Buy |
3,181
+348
| +12% | +$45.3K | 0.08% | 105 |
|
|
2023
Q4 | $378K | Buy |
2,833
+103
| +4% | +$13.7K | 0.07% | 105 |
|
|
2023
Q3 | $306K | Buy |
2,730
+190
| +7% | +$21.3K | 0.07% | 103 |
|
|
2023
Q2 | $312K | Buy |
+2,540
| New | +$312K | 0.07% | 107 |
|