Plante Moran Financial Advisors’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.5K | Sell |
109
-229
| -68% | -$24.1K | ﹤0.01% | 542 |
|
2025
Q1 | $37.8K | Buy |
338
+12
| +4% | +$1.34K | ﹤0.01% | 383 |
|
2024
Q4 | $34.4K | Sell |
326
-254
| -44% | -$26.8K | ﹤0.01% | 409 |
|
2024
Q3 | $73.2K | Buy |
580
+12
| +2% | +$1.52K | 0.01% | 332 |
|
2024
Q2 | $63.8K | Buy |
568
+226
| +66% | +$25.4K | 0.01% | 305 |
|
2024
Q1 | $44.5K | Buy |
342
+16
| +5% | +$2.08K | ﹤0.01% | 371 |
|
2023
Q4 | $43.4K | Sell |
326
-188
| -37% | -$25K | ﹤0.01% | 336 |
|
2023
Q3 | $57.6K | Buy |
514
+188
| +58% | +$21.1K | 0.01% | 276 |
|
2023
Q2 | $39.9K | Hold |
326
| – | – | ﹤0.01% | 327 |
|
2023
Q1 | $40.6K | Sell |
326
-71
| -18% | -$8.85K | 0.01% | 316 |
|
2022
Q4 | $44.7K | Sell |
397
-19
| -5% | -$2.14K | 0.01% | 323 |
|
2022
Q3 | $42K | Sell |
416
-1,373
| -77% | -$139K | 0.01% | 337 |
|
2022
Q2 | $211K | Buy |
1,789
+90
| +5% | +$10.6K | 0.04% | 143 |
|
2022
Q1 | $274K | Sell |
1,699
-122
| -7% | -$19.7K | 0.05% | 130 |
|
2021
Q4 | $307K | Sell |
1,821
-567
| -24% | -$95.6K | 0.05% | 134 |
|
2021
Q3 | $299K | Buy |
2,388
+1,984
| +491% | +$248K | 0.07% | 140 |
|
2021
Q2 | $48K | Sell |
404
-1,611
| -80% | -$191K | 0.01% | 382 |
|
2021
Q1 | $214K | Buy |
2,015
+14
| +0.7% | +$1.49K | 0.06% | 161 |
|
2020
Q4 | $199K | Buy |
2,001
+78
| +4% | +$7.76K | 0.06% | 169 |
|
2020
Q3 | $193K | Buy |
1,923
+19
| +1% | +$1.91K | 0.07% | 156 |
|
2020
Q2 | $178K | Buy |
1,904
+22
| +1% | +$2.06K | 0.07% | 143 |
|
2020
Q1 | $151K | Hold |
1,882
| – | – | 0.07% | 146 |
|
2019
Q4 | $168K | Sell |
1,882
-553
| -23% | -$49.4K | 0.06% | 175 |
|
2019
Q3 | $208K | Hold |
2,435
| – | – | 0.06% | 155 |
|
2019
Q2 | $195K | Hold |
2,435
| – | – | 0.06% | 148 |
|
2019
Q1 | $175K | Buy |
+2,435
| New | +$175K | 0.05% | 162 |
|
2018
Q2 | – | Sell |
-326
| Closed | -$21K | – | 931 |
|
2018
Q1 | $21K | Sell |
326
-100
| -23% | -$6.44K | 0.01% | 494 |
|
2017
Q4 | $27K | Buy |
426
+46
| +12% | +$2.92K | 0.02% | 455 |
|
2017
Q3 | $24K | Buy |
380
+72
| +23% | +$4.55K | 0.01% | 437 |
|
2017
Q2 | $18K | Buy |
308
+168
| +120% | +$9.82K | 0.01% | 486 |
|
2017
Q1 | $7K | Hold |
140
| – | – | ﹤0.01% | 652 |
|
2016
Q4 | $7K | Hold |
140
| – | – | ﹤0.01% | 653 |
|
2016
Q3 | $7K | Hold |
140
| – | – | ﹤0.01% | 642 |
|
2016
Q2 | $7K | Hold |
140
| – | – | 0.01% | 576 |
|
2016
Q1 | $6K | Sell |
140
-214
| -60% | -$9.17K | ﹤0.01% | 559 |
|
2015
Q4 | $15K | Buy |
354
+192
| +119% | +$8.14K | 0.01% | 502 |
|
2015
Q3 | $6K | Sell |
162
-68
| -30% | -$2.52K | ﹤0.01% | 561 |
|
2015
Q2 | $9K | Hold |
230
| – | – | 0.01% | 543 |
|
2015
Q1 | $10K | Hold |
230
| – | – | 0.01% | 518 |
|
2014
Q4 | $10K | Buy |
230
+24
| +12% | +$1.04K | 0.01% | 535 |
|
2014
Q3 | $8K | Hold |
206
| – | – | 0.01% | 589 |
|
2014
Q2 | $8K | Buy |
+206
| New | +$8K | 0.01% | 589 |
|
2013
Q4 | – | Sell |
-2,548
| Closed | -$96K | – | 705 |
|
2013
Q3 | $96K | Hold |
2,548
| – | – | 0.06% | 115 |
|
2013
Q2 | $96K | Buy |
+2,548
| New | +$96K | 0.07% | 107 |
|