River Wealth 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 | $838K | Sell |
7,968
-686
| -8% | -$72.1K | 0.1% | 126 |
|
2025
Q1 | $967K | Sell |
8,654
-2,007
| -19% | -$224K | 0.13% | 108 |
|
2024
Q4 | $1.13M | Sell |
10,661
-1,404
| -12% | -$148K | 0.15% | 103 |
|
2024
Q3 | $1.52M | Sell |
12,065
-2,363
| -16% | -$298K | 0.2% | 97 |
|
2024
Q2 | $1.62M | Sell |
14,428
-3,512
| -20% | -$394K | 0.23% | 90 |
|
2024
Q1 | $2.34M | Sell |
17,940
-4,789
| -21% | -$624K | 0.34% | 76 |
|
2023
Q4 | $3.03M | Sell |
22,729
-4,891
| -18% | -$652K | 0.48% | 56 |
|
2023
Q3 | $3.1M | Sell |
27,620
-3,224
| -10% | -$362K | 0.55% | 52 |
|
2023
Q2 | $3.78M | Sell |
30,844
-1,317
| -4% | -$162K | 0.64% | 41 |
|
2023
Q1 | $4.01M | Sell |
32,161
-624
| -2% | -$77.9K | 0.73% | 35 |
|
2022
Q4 | $3.7M | Buy |
32,785
+700
| +2% | +$78.9K | 0.71% | 39 |
|
2022
Q3 | $3.26M | Sell |
32,085
-1,934
| -6% | -$197K | 0.7% | 39 |
|
2022
Q2 | $4M | Buy |
34,019
+141
| +0.4% | +$16.6K | 0.74% | 34 |
|
2022
Q1 | $5.47M | Buy |
33,878
+291
| +0.9% | +$47K | 0.87% | 29 |
|
2021
Q4 | $5.66M | Buy |
33,587
+133
| +0.4% | +$22.4K | 0.88% | 30 |
|
2021
Q3 | $4.2M | Buy |
33,454
+741
| +2% | +$92.9K | 0.72% | 38 |
|
2021
Q2 | $3.91M | Buy |
32,713
+106
| +0.3% | +$12.7K | 0.68% | 41 |
|
2021
Q1 | $3.46M | Buy |
32,607
+1,049
| +3% | +$111K | 0.65% | 42 |
|
2020
Q4 | $3.15M | Buy |
31,558
+3,178
| +11% | +$317K | 0.68% | 42 |
|
2020
Q3 | $2.86M | Buy |
28,380
+15,124
| +114% | +$1.52M | 0.75% | 37 |
|
2020
Q2 | $1.24M | Buy |
13,256
+4,278
| +48% | +$399K | 0.38% | 79 |
|
2020
Q1 | $722K | Buy |
8,978
+1,756
| +24% | +$141K | 0.29% | 91 |
|
2019
Q4 | $644K | Buy |
7,222
+909
| +14% | +$81.1K | 0.22% | 99 |
|
2019
Q3 | $538K | Buy |
+6,313
| New | +$538K | 0.2% | 102 |
|
2019
Q1 | – | Sell |
-168
| Closed | -$10K | – | 393 |
|
2018
Q4 | $10K | Hold |
168
| – | – | ﹤0.01% | 418 |
|
2018
Q3 | $11K | Buy |
168
+41
| +32% | +$2.69K | ﹤0.01% | 439 |
|
2018
Q2 | $8K | Buy |
+127
| New | +$8K | ﹤0.01% | 463 |
|