Paragon Private 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
$519K Sell
4,940
-1,482
-23% -$156K 0.21% 128
2025
Q1
$718K Sell
6,422
-2,110
-25% -$236K 0.33% 84
2024
Q4
$902K Sell
8,532
-711
-8% -$75.2K 0.42% 66
2024
Q3
$1.17M Buy
9,243
+386
+4% +$48.7K 0.58% 50
2024
Q2
$995K Sell
8,857
-545
-6% -$61.2K 0.56% 51
2024
Q1
$1.22M Sell
9,402
-499
-5% -$65K 0.73% 42
2023
Q4
$1.32M Sell
9,901
-110
-1% -$14.7K 0.92% 37
2023
Q3
$1.12M Buy
10,011
+628
+7% +$70.5K 0.93% 38
2023
Q2
$1.15M Buy
9,383
+8
+0.1% +$981 0.92% 36
2023
Q1
$1.17M Sell
9,375
-350
-4% -$43.7K 0.99% 33
2022
Q4
$1.1M Buy
9,725
+100
+1% +$11.3K 0.99% 34
2022
Q3
$1.04M Buy
9,625
+3,620
+60% +$392K 1.01% 32
2022
Q2
$706K Buy
+6,005
New +$706K 0.75% 43