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BWM
PDM
BerganKDV Wealth Management’s
Piedmont Realty Trust
PDM
Stock Holding History
BerganKDV Wealth Management’s Portfolio
PDM Stock Details
PDM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-1,300
Closed
-$22K
–
1039
2022
Q1
$22K
Hold
1,300
–
–
﹤0.01%
504
2021
Q4
$24K
Hold
1,300
–
–
﹤0.01%
522
2021
Q3
$23K
Hold
1,300
–
–
﹤0.01%
509
2021
Q2
$24K
Hold
1,300
–
–
﹤0.01%
494
2021
Q1
$23K
Hold
1,300
–
–
﹤0.01%
467
2020
Q4
$21K
Hold
1,300
–
–
﹤0.01%
468
2020
Q3
$18K
Hold
1,300
–
–
﹤0.01%
440
2020
Q2
$22K
Hold
1,300
–
–
﹤0.01%
443
2020
Q1
$23K
Hold
1,300
–
–
﹤0.01%
404
2019
Q4
$29K
Hold
1,300
–
–
0.01%
401
2019
Q3
$27K
Buy
+1,300
New
+$26.2K
0.01%
393
2019
Q2
–
Hold
0
–
–
–
395
2019
Q1
–
Hold
0
–
–
–
403
2018
Q4
–
Hold
0
–
–
–
391
2018
Q3
–
Hold
0
–
–
–
401
2018
Q2
–
Hold
0
–
–
–
393
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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