Brinker Capital Investments’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 | $583K | Sell |
88,729
-787
| -0.9% | -$6.12K | 0.01% | 1384 |
|
|
2025
Q4 | $747K | Sell |
89,516
-264
| -0.3% | -$2.2K | 0.01% | 1390 |
|
|
2025
Q3 | $808K | Sell |
89,780
-1,038
| -1% | -$8.35K | 0.01% | 1325 |
|
|
2025
Q2 | $662K | Sell |
90,818
-26,464
| -23% | -$183K | 0.01% | 1393 |
|
|
2025
Q1 | $864K | Buy |
117,282
+59,561
| +103% | +$471K | 0.01% | 1164 |
|
|
2024
Q4 | $528K | Sell |
57,721
-5,687
| -9% | -$55.3K | 0.01% | 1328 |
|
|
2024
Q3 | $640K | Sell |
63,408
-1,645
| -3% | -$14.7K | 0.01% | 1240 |
|
|
2024
Q2 | $472K | Buy |
65,053
+3,495
| +6% | +$24.3K | 0.01% | 1291 |
|
|
2024
Q1 | $433K | Sell |
61,558
-3,323
| -5% | -$22.3K | ﹤0.01% | 1330 |
|
|
2023
Q4 | $472K | Sell |
64,881
-5,666
| -8% | -$34.2K | 0.01% | 1232 |
|
|
2023
Q3 | $396K | Buy |
70,547
+14,355
| +26% | +$98.5K | ﹤0.01% | 1287 |
|
|
2023
Q2 | $409K | Buy |
56,192
+1,828
| +3% | +$12.2K | ﹤0.01% | 1289 |
|
|
2023
Q1 | $397K | Buy |
54,364
+1,170
| +2% | +$10.7K | ﹤0.01% | 1231 |
|
|
2022
Q4 | $488K | Buy |
53,194
+21,101
| +66% | +$208K | 0.01% | 990 |
|
|
2022
Q3 | $339K | Buy |
32,093
+4,912
| +18% | +$61.7K | 0.01% | 1074 |
|
|
2022
Q2 | $357K | Sell |
27,181
-4,704
| -15% | -$70.8K | 0.01% | 1100 |
|
|
2022
Q1 | $549K | Buy |
31,885
+61
| +0.2% | +$1.07K | 0.01% | 1017 |
|
|
2021
Q4 | $585K | Buy |
31,824
+291
| +0.9% | +$5.33K | 0.01% | 1001 |
|
|
2021
Q3 | $582K | Hold |
31,533
| – | – | 0.01% | 933 |
|
|
2021
Q2 | $582K | Buy |
31,533
+2,831
| +10% | +$52.7K | 0.01% | 985 |
|
|
2021
Q1 | $499K | Buy |
+28,702
| New | +$484K | 0.01% | 907 |
|
|
2020
Q4 | – | Sell |
-22,406
| Closed | -$304K | – | 1147 |
|
|
2020
Q3 | $304K | Buy |
+22,406
| New | +$347K | 0.01% | 1009 |
|
|
2014
Q2 | – | Sell |
-832
| Closed | -$14K | – | 396 |
|
|
2014
Q1 | $14K | Hold |
832
| – | – | ﹤0.01% | 333 |
|
|
2013
Q4 | $14K | Hold |
832
| – | – | ﹤0.01% | 314 |
|
|
2013
Q3 | $14K | Hold |
832
| – | – | ﹤0.01% | 311 |
|
|
2013
Q2 | $15K | Buy |
+832
| New | +$16.2K | ﹤0.01% | 303 |
|
Other funds holding PDM
VPM
VCM
WAM
PMG
CIM