BSW Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $177K | Hold |
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|
2025
Q1 | $179K | Hold |
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|
2024
Q4 | $222K | Hold |
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|
2024
Q3 | $245K | Hold |
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|
2024
Q2 | $176K | Sell |
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|
2024
Q1 | $351K | Hold |
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|
2023
Q4 | $355K | Hold |
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|
2023
Q3 | $281K | Hold |
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|
2023
Q2 | $363K | Hold |
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|
2023
Q1 | $365K | Hold |
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|
2022
Q4 | $458K | Hold |
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|
2022
Q3 | $528K | Hold |
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|
2022
Q2 | $656K | Hold |
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|
2022
Q1 | $861K | Hold |
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|
2021
Q4 | $919K | Hold |
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|
2021
Q3 | $871K | Hold |
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|
2021
Q2 | $923K | Hold |
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|
2021
Q1 | $868K | Hold |
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|
2020
Q4 | $811K | Hold |
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|
2020
Q3 | $678K | Hold |
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|
2020
Q2 | $830K | Hold |
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|
2020
Q1 | $883K | Hold |
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|
2019
Q4 | $1.11M | Hold |
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|
2019
Q3 | $1.04M | Hold |
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|
2019
Q2 | $996K | Hold |
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|
2019
Q1 | $1.04M | Hold |
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|
2018
Q4 | $852K | Hold |
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|
2018
Q3 | $946K | Hold |
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|
2018
Q2 | $996K | Hold |
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|
2018
Q1 | $879K | Hold |
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|
2017
Q4 | $980K | Hold |
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|
2017
Q3 | $1.01M | Hold |
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|
2017
Q2 | $1.05M | Hold |
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|
2017
Q1 | $1.07M | Hold |
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|
2016
Q4 | $1.04M | Buy |
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|
2016
Q3 | $50K | Sell |
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|
2016
Q2 | $1.08M | Hold |
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|
2016
Q1 | $1.01M | Hold |
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|
2015
Q4 | $944K | Hold |
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|
2015
Q3 | $894K | Hold |
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|
2015
Q2 | $879K | Hold |
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|
2015
Q1 | $930K | Hold |
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|
2014
Q4 | $942K | Hold |
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|
2014
Q3 | $882K | Hold |
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|
2014
Q2 | $947K | Hold |
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|
2014
Q1 | $857K | Sell |
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|
2013
Q4 | $837K | Hold |
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|
2013
Q3 | $879K | Hold |
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|
2013
Q2 | $906K | Buy |
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