BSW Wealth Partners’s Piedmont Realty Trust, Inc. PDM Stock Holding History

BSW Wealth Partners’s Portfolio PDM Stock Details PDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$177K	Hold	24,272	–	–	0.02%	311
2025 Q1	$179K	Hold	24,272	–	–	0.03%	296
2024 Q4	$222K	Hold	24,272	–	–	0.03%	283
2024 Q3	$245K	Hold	24,272	–	–	0.04%	258
2024 Q2	$176K	Sell	24,272 -25,724	-51%	-$186K	0.03%	285
2024 Q1	$351K	Hold	49,996	–	–	0.06%	191
2023 Q4	$355K	Hold	49,996	–	–	0.07%	170
2023 Q3	$281K	Hold	49,996	–	–	0.06%	183
2023 Q2	$363K	Hold	49,996	–	–	0.08%	155
2023 Q1	$365K	Hold	49,996	–	–	0.07%	185
2022 Q4	$458K	Hold	49,996	–	–	0.1%	145
2022 Q3	$528K	Hold	49,996	–	–	0.13%	110
2022 Q2	$656K	Hold	49,996	–	–	0.16%	91
2022 Q1	$861K	Hold	49,996	–	–	0.22%	67
2021 Q4	$919K	Hold	49,996	–	–	0.23%	62
2021 Q3	$871K	Hold	49,996	–	–	0.24%	55
2021 Q2	$923K	Hold	49,996	–	–	0.25%	56
2021 Q1	$868K	Hold	49,996	–	–	0.25%	50
2020 Q4	$811K	Hold	49,996	–	–	0.25%	48
2020 Q3	$678K	Hold	49,996	–	–	0.25%	48
2020 Q2	$830K	Hold	49,996	–	–	0.28%	40
2020 Q1	$883K	Hold	49,996	–	–	0.37%	36
2019 Q4	$1.11M	Hold	49,996	–	–	0.38%	31
2019 Q3	$1.04M	Hold	49,996	–	–	0.4%	29
2019 Q2	$996K	Hold	49,996	–	–	0.38%	34
2019 Q1	$1.04M	Hold	49,996	–	–	0.41%	30
2018 Q4	$852K	Hold	49,996	–	–	0.32%	35
2018 Q3	$946K	Hold	49,996	–	–	0.36%	32
2018 Q2	$996K	Hold	49,996	–	–	0.43%	28
2018 Q1	$879K	Hold	49,996	–	–	0.39%	28
2017 Q4	$980K	Hold	49,996	–	–	0.41%	29
2017 Q3	$1.01M	Hold	49,996	–	–	0.44%	27
2017 Q2	$1.05M	Hold	49,996	–	–	0.48%	26
2017 Q1	$1.07M	Hold	49,996	–	–	0.53%	25
2016 Q4	$1.05M	Buy	49,996 +48,908	+4,495%	+$1.02M	0.55%	25
2016 Q3	$50K	Sell	1,088 -48,908	-98%	-$2.25M	1.73%	14
2016 Q2	$1.08M	Hold	49,996	–	–	0.59%	20
2016 Q1	$1.02M	Hold	49,996	–	–	0.57%	21
2015 Q4	$944K	Hold	49,996	–	–	0.47%	25
2015 Q3	$894K	Hold	49,996	–	–	0.53%	22
2015 Q2	$879K	Hold	49,996	–	–	0.56%	21
2015 Q1	$930K	Hold	49,996	–	–	0.59%	19
2014 Q4	$942K	Hold	49,996	–	–	0.76%	18
2014 Q3	$882K	Hold	49,996	–	–	0.69%	18
2014 Q2	$947K	Hold	49,996	–	–	0.75%	15
2014 Q1	$857K	Sell	49,996 -660	-1%	-$11.3K	0.69%	17
2013 Q4	$837K	Hold	50,656	–	–	0.67%	17
2013 Q3	$879K	Hold	50,656	–	–	0.76%	15
2013 Q2	$906K	Buy	+50,656	New	+$906K	0.8%	16