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 |
|