Obermeyer Wealth Partners’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,919
| Closed | -$203K | – | 274 |
|
|
2024
Q4 | $203K | Sell |
1,919
-75
| -4% | -$7.93K | 0.01% | 252 |
|
|
2024
Q3 | $252K | Buy |
1,994
+58
| +3% | +$7.32K | 0.01% | 220 |
|
|
2024
Q2 | $217K | Hold |
1,936
| – | – | 0.01% | 231 |
|
|
2024
Q1 | $252K | Sell |
1,936
-177
| -8% | -$23K | 0.01% | 209 |
|
|
2023
Q4 | $282K | Sell |
2,113
-28
| -1% | -$3.73K | 0.02% | 180 |
|
|
2023
Q3 | $240K | Hold |
2,141
| – | – | 0.02% | 182 |
|
|
2023
Q2 | $263K | Hold |
2,141
| – | – | 0.02% | 177 |
|
|
2023
Q1 | $267K | Buy |
2,141
+217
| +11% | +$27.1K | 0.02% | 176 |
|
|
2022
Q4 | $217K | Buy |
+1,924
| New | +$217K | 0.02% | 205 |
|
|
2022
Q3 | – | Sell |
-2,101
| Closed | -$247K | – | 229 |
|
|
2022
Q2 | $247K | Hold |
2,101
| – | – | 0.02% | 169 |
|
|
2022
Q1 | $339K | Buy |
2,101
+490
| +30% | +$79.1K | 0.02% | 157 |
|
|
2021
Q4 | $271K | Buy |
+1,611
| New | +$271K | 0.01% | 185 |
|