Principle Wealth Partners’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Buy |
4,568
+1,413
| +45% | +$149K | 0.03% | 235 |
|
|
2025
Q1 | $353K | Sell |
3,155
-147
| -4% | -$16.4K | 0.03% | 263 |
|
|
2024
Q4 | $349K | Buy |
3,302
+92
| +3% | +$9.73K | 0.02% | 269 |
|
|
2024
Q3 | $405K | Buy |
3,210
+3
| +0.1% | +$379 | 0.03% | 250 |
|
|
2024
Q2 | $360K | Buy |
3,207
+33
| +1% | +$3.71K | 0.03% | 253 |
|
|
2024
Q1 | $413K | Buy |
3,174
+265
| +9% | +$34.5K | 0.03% | 243 |
|
|
2023
Q4 | $388K | Hold |
2,909
| – | – | 0.03% | 241 |
|
|
2023
Q3 | $326K | Sell |
2,909
-145
| -5% | -$16.3K | 0.03% | 250 |
|
|
2023
Q2 | $375K | Hold |
3,054
| – | – | 0.04% | 234 |
|
|
2023
Q1 | $381K | Sell |
3,054
-250
| -8% | -$31.2K | 0.04% | 221 |
|
|
2022
Q4 | $372K | Buy |
3,304
+518
| +19% | +$58.4K | 0.04% | 227 |
|
|
2022
Q3 | $283 | Buy |
2,786
+200
| +8% | +$20 | 0.03% | 239 |
|
|
2022
Q2 | $304K | Sell |
2,586
-22
| -0.8% | -$2.59K | 0.04% | 245 |
|
|
2022
Q1 | $421K | Hold |
2,608
| – | – | 0.04% | 218 |
|
|
2021
Q4 | $439K | Hold |
2,608
| – | – | 0.05% | 222 |
|
|
2021
Q3 | $327K | Hold |
2,608
| – | – | 0.04% | 238 |
|
|
2021
Q2 | $312K | Sell |
2,608
-3,040
| -54% | -$364K | 0.04% | 252 |
|
|
2021
Q1 | $599K | Hold |
5,648
| – | – | 0.07% | 172 |
|
|
2020
Q4 | $563K | Buy |
+5,648
| New | +$563K | 0.07% | 165 |
|