Waverly 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 | $2.92M | Buy |
27,751
+1,084
| +4% | +$114K | 0.03% | 407 |
|
|
2025
Q1 | $2.98M | Buy |
26,667
+24,704
| +1,258% | +$2.76M | 0.04% | 395 |
|
|
2024
Q4 | $207K | Buy |
1,963
+34
| +2% | +$3.59K | ﹤0.01% | 917 |
|
|
2024
Q3 | $244K | Sell |
1,929
-191
| -9% | -$24.1K | ﹤0.01% | 730 |
|
|
2024
Q2 | $238K | Buy |
+2,120
| New | +$238K | ﹤0.01% | 722 |
|