Advisory Services Network’s Piedmont Realty Trust PDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27.4K | Buy |
+4,177
| New | +$32.5K | ﹤0.01% | 2998 |
|
|
2025
Q4 | – | Sell |
-3,332
| Closed | -$30K | – | 3557 |
|
|
2025
Q3 | $30K | Buy |
+3,332
| New | +$26.8K | ﹤0.01% | 2753 |
|
|
2024
Q2 | – | Sell |
-20,500
| Closed | -$144K | – | 1582 |
|
|
2024
Q1 | $144K | Buy |
20,500
+17,168
| +515% | +$115K | ﹤0.01% | 1379 |
|
|
2023
Q4 | $23.7K | Buy |
+3,332
| New | +$20.1K | ﹤0.01% | 2430 |
|
|
2023
Q2 | – | Sell |
-5,228
| Closed | -$38.2K | – | 3011 |
|
|
2023
Q1 | $38.2K | Sell |
5,228
-2,150
| -29% | -$19.7K | ﹤0.01% | 2172 |
|
|
2022
Q4 | $67.7K | Buy |
+7,378
| New | +$72.9K | ﹤0.01% | 1821 |
|
|
2021
Q3 | – | Sell |
-1,896
| Closed | -$35K | – | 2703 |
|
|
2021
Q2 | $35K | Buy |
+1,896
| New | +$35.3K | ﹤0.01% | 2185 |
|
|
2021
Q1 | – | Sell |
-1,896
| Closed | -$31K | – | 2641 |
|
|
2020
Q4 | $31K | Sell |
1,896
-74
| -4% | -$1.09K | ﹤0.01% | 1922 |
|
|
2020
Q3 | $27K | Sell |
1,970
-12,123
| -86% | -$188K | ﹤0.01% | 1931 |
|
|
2020
Q2 | $234K | Sell |
14,093
-8,154
| -37% | -$136K | 0.01% | 882 |
|
|
2020
Q1 | $393K | Buy |
22,247
+147
| +0.7% | +$3.17K | 0.03% | 597 |
|
|
2019
Q4 | $492K | Sell |
22,100
-188
| -0.8% | -$4.05K | 0.03% | 627 |
|
|
2019
Q3 | $444K | Hold |
22,288
| – | – | 0.03% | 591 |
|
|
2019
Q2 | $444K | Buy |
22,288
+2
| +0% | +$41 | 0.03% | 589 |
|
|
2019
Q1 | $465K | Buy |
22,286
+16,508
| +286% | +$325K | 0.03% | 541 |
|
|
2018
Q4 | $98K | Hold |
5,778
| – | – | 0.01% | 906 |
|
|
2018
Q3 | $109K | Buy |
5,778
+2
| +0% | +$39 | 0.01% | 944 |
|
|
2018
Q2 | $113K | Sell |
5,776
-804
| -12% | -$14.9K | 0.01% | 903 |
|
|
2018
Q1 | $116K | Sell |
6,580
-144
| -2% | -$2.66K | 0.01% | 971 |
|
|
2017
Q4 | $132K | Buy |
6,724
+144
| +2% | +$2.87K | 0.01% | 894 |
|
|
2017
Q3 | $133K | Hold |
6,580
| – | – | 0.02% | 774 |
|
|
2017
Q2 | $139K | Hold |
6,580
| – | – | 0.02% | 727 |
|
|
2017
Q1 | $141K | Buy |
+6,580
| New | +$143K | 0.02% | 708 |
|
|
2016
Q3 | $58K | Sell |
2,646
-1,088
| -29% | -$23.4K | 0.01% | 823 |
|
|
2016
Q2 | $80K | Sell |
3,734
-1,664
| -31% | -$33.8K | 0.02% | 666 |
|
|
2016
Q1 | $110K | Buy |
5,398
+1,664
| +45% | +$31K | 0.03% | 492 |
|
|
2015
Q4 | $70K | Buy |
3,734
+336
| +10% | +$6.43K | 0.02% | 515 |
|
|
2015
Q3 | $61K | Hold |
3,398
| – | – | 0.02% | 493 |
|
|
2015
Q2 | $61K | Hold |
3,398
| – | – | 0.02% | 469 |
|
|
2015
Q1 | $65K | Buy |
3,398
+2,528
| +291% | +$47.6K | 0.02% | 450 |
|
|
2014
Q4 | $17K | Buy |
+870
| New | +$16.4K | 0.01% | 630 |
|
|
2014
Q1 | – | Sell |
-50
| Closed | -$1K | – | 642 |
|
|
2013
Q4 | $1K | Buy |
+50
| New | +$865 | ﹤0.01% | 1056 |
|
Other funds holding PDM
VPM
VCM
WAM
PMG
CIM