Nicolet Advisory Services’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Buy |
3,752
+308
| +9% | +$32.3K | 0.03% | 252 |
|
|
2025
Q1 | $327K | Sell |
3,444
-399
| -10% | -$37.9K | 0.03% | 261 |
|
|
2024
Q4 | $398K | Sell |
3,843
-617
| -14% | -$63.9K | 0.04% | 242 |
|
|
2024
Q3 | $544K | Buy |
4,460
+174
| +4% | +$21.2K | 0.05% | 189 |
|
|
2024
Q2 | $499K | Buy |
4,286
+560
| +15% | +$65.3K | 0.05% | 195 |
|
|
2024
Q1 | $470K | Buy |
3,726
+466
| +14% | +$58.8K | 0.05% | 190 |
|
|
2023
Q4 | $426K | Sell |
3,260
-110
| -3% | -$14.4K | 0.05% | 184 |
|
|
2023
Q3 | $365K | Sell |
3,370
-15
| -0.4% | -$1.63K | 0.04% | 195 |
|
|
2023
Q2 | $416K | Buy |
3,385
+301
| +10% | +$37K | 0.05% | 180 |
|
|
2023
Q1 | $379K | Buy |
3,084
+93
| +3% | +$11.4K | 0.04% | 183 |
|
|
2022
Q4 | $362K | Buy |
2,991
+225
| +8% | +$27.2K | 0.05% | 156 |
|
|
2022
Q3 | $274K | Sell |
2,766
-350
| -11% | -$34.7K | 0.04% | 147 |
|
|
2022
Q2 | $382K | Sell |
3,116
-464
| -13% | -$56.9K | 0.06% | 120 |
|
|
2022
Q1 | $604K | Hold |
3,580
| – | – | 0.08% | 90 |
|
|
2021
Q4 | $603K | Hold |
3,580
| – | – | 0.07% | 99 |
|
|
2021
Q3 | $449K | Buy |
3,580
+32
| +0.9% | +$4.01K | 0.06% | 121 |
|
|
2021
Q2 | $424K | Hold |
3,548
| – | – | 0.06% | 119 |
|
|
2021
Q1 | $376K | Sell |
3,548
-306
| -8% | -$32.4K | 0.05% | 120 |
|
|
2020
Q4 | $384K | Hold |
3,854
| – | – | 0.05% | 119 |
|
|
2020
Q3 | $388K | Sell |
3,854
-30
| -0.8% | -$3.02K | 0.06% | 110 |
|
|
2020
Q2 | $362K | Sell |
3,884
-3
| -0.1% | -$280 | 0.06% | 134 |
|
|
2020
Q1 | $312K | Sell |
3,887
-3,831
| -50% | -$308K | 0.06% | 136 |
|
|
2019
Q4 | $688K | Hold |
7,718
| – | – | 0.11% | 80 |
|
|
2019
Q3 | $658K | Sell |
7,718
-22
| -0.3% | -$1.88K | 0.1% | 78 |
|
|
2019
Q2 | $620K | Hold |
7,740
| – | – | 0.09% | 73 |
|
|
2019
Q1 | $557K | Buy |
+7,740
| New | +$557K | 0.09% | 77 |
|