Pinnacle Wealth Planning 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 | $432K | Sell |
4,105
-909
| -18% | -$95.6K | 0.06% | 224 |
|
|
2025
Q1 | $561K | Buy |
5,014
+1,239
| +33% | +$139K | 0.08% | 146 |
|
|
2024
Q4 | $399K | Sell |
3,775
-2,930
| -44% | -$310K | 0.06% | 192 |
|
|
2024
Q3 | $847K | Sell |
6,705
-158
| -2% | -$20K | 0.12% | 115 |
|
|
2024
Q2 | $771K | Buy |
6,863
+267
| +4% | +$30K | 0.11% | 117 |
|
|
2024
Q1 | $859K | Buy |
6,596
+134
| +2% | +$17.4K | 0.13% | 111 |
|
|
2023
Q4 | $861K | Sell |
6,462
-1,113
| -15% | -$148K | 0.14% | 104 |
|
|
2023
Q3 | $850K | Sell |
7,575
-54
| -0.7% | -$6.06K | 0.14% | 96 |
|
|
2023
Q2 | $936K | Sell |
7,629
-381
| -5% | -$46.7K | 0.15% | 94 |
|
|
2023
Q1 | $999K | Buy |
8,010
+2,018
| +34% | +$252K | 0.17% | 97 |
|
|
2022
Q4 | $675K | Sell |
5,992
-197
| -3% | -$22.2K | 0.12% | 118 |
|
|
2022
Q3 | $628K | Sell |
6,189
-490
| -7% | -$49.7K | 0.12% | 113 |
|
|
2022
Q2 | $786K | Buy |
6,679
+421
| +7% | +$49.5K | 0.14% | 104 |
|
|
2022
Q1 | $1.01M | Buy |
6,258
+463
| +8% | +$74.8K | 0.18% | 89 |
|
|
2021
Q4 | $976K | Buy |
5,795
+318
| +6% | +$53.6K | 0.19% | 79 |
|
|
2021
Q3 | $687K | Buy |
5,477
+8
| +0.1% | +$1K | 0.15% | 102 |
|
|
2021
Q2 | $654K | Sell |
5,469
-27
| -0.5% | -$3.23K | 0.15% | 103 |
|
|
2021
Q1 | $583K | Buy |
5,496
+409
| +8% | +$43.4K | 0.15% | 104 |
|
|
2020
Q4 | $507K | Buy |
5,087
+338
| +7% | +$33.7K | 0.12% | 111 |
|
|
2020
Q3 | $478K | Sell |
4,749
-146
| -3% | -$14.7K | 0.16% | 104 |
|
|
2020
Q2 | $457K | Sell |
4,895
-264
| -5% | -$24.6K | 0.15% | 112 |
|
|
2020
Q1 | $414K | Buy |
5,159
+819
| +19% | +$65.7K | 0.2% | 101 |
|
|
2019
Q4 | $386K | Buy |
4,340
+105
| +2% | +$9.34K | 0.18% | 119 |
|
|
2019
Q3 | $360K | Buy |
4,235
+631
| +18% | +$53.6K | 0.2% | 101 |
|
|
2019
Q2 | $289K | Buy |
3,604
+350
| +11% | +$28.1K | 0.17% | 121 |
|
|
2019
Q1 | $234K | Buy |
+3,254
| New | +$234K | 0.16% | 130 |
|
|
2018
Q4 | – | Sell |
-3,745
| Closed | -$254K | – | 180 |
|
|
2018
Q3 | $254K | Sell |
3,745
-1,635
| -30% | -$111K | 0.23% | 135 |
|
|
2018
Q2 | $354K | Buy |
5,380
+1,922
| +56% | +$126K | 0.34% | 99 |
|
|
2018
Q1 | $218K | Buy |
+3,458
| New | +$218K | 0.22% | 150 |
|