Carson Wealth (CWM LLC)’s Piedmont Realty Trust, Inc. PDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
33,138
+20,659
| +166% | +$151K | ﹤0.01% | 2007 |
|
|
2025
Q1 | $92K | Sell |
12,479
-277
| -2% | -$2.04K | ﹤0.01% | 2488 |
|
|
2024
Q4 | $117K | Sell |
12,756
-16
| -0.1% | -$147 | ﹤0.01% | 2182 |
|
|
2024
Q3 | $129K | Buy |
12,772
+1,678
| +15% | +$16.9K | ﹤0.01% | 2028 |
|
|
2024
Q2 | $80K | Buy |
11,094
+104
| +0.9% | +$750 | ﹤0.01% | 2131 |
|
|
2024
Q1 | $77K | Buy |
10,990
+3,206
| +41% | +$22.5K | ﹤0.01% | 2025 |
|
|
2023
Q4 | $55K | Buy |
7,784
+1,126
| +17% | +$7.96K | ﹤0.01% | 2118 |
|
|
2023
Q3 | $37K | Sell |
6,658
-2,030
| -23% | -$11.3K | ﹤0.01% | 2268 |
|
|
2023
Q2 | $63K | Buy |
8,688
+4,233
| +95% | +$30.7K | ﹤0.01% | 1835 |
|
|
2023
Q1 | $33K | Buy |
4,455
+169
| +4% | +$1.25K | ﹤0.01% | 2156 |
|
|
2022
Q4 | $39K | Sell |
4,286
-474
| -10% | -$4.31K | ﹤0.01% | 1897 |
|
|
2022
Q3 | $50K | Sell |
4,760
-351
| -7% | -$3.69K | ﹤0.01% | 1653 |
|
|
2022
Q2 | $67K | Sell |
5,111
-2,382
| -32% | -$31.2K | ﹤0.01% | 1486 |
|
|
2022
Q1 | $129K | Buy |
7,493
+3,197
| +74% | +$55K | ﹤0.01% | 1230 |
|
|
2021
Q4 | $79K | Buy |
+4,296
| New | +$79K | ﹤0.01% | 1393 |
|
|
2021
Q2 | $77K | Hold |
4,182
| – | – | ﹤0.01% | 1227 |
|
|
2021
Q1 | $77K | Hold |
4,182
| – | – | ﹤0.01% | 1227 |
|
|
2020
Q4 | $77K | Hold |
4,182
| – | – | ﹤0.01% | 1227 |
|
|
2020
Q3 | $77K | Hold |
4,182
| – | – | ﹤0.01% | 1227 |
|
|
2020
Q2 | $77K | Hold |
4,182
| – | – | ﹤0.01% | 1227 |
|
|
2020
Q1 | $77K | Hold |
4,182
| – | – | ﹤0.01% | 1227 |
|
|
2019
Q4 | $77K | Hold |
4,182
| – | – | ﹤0.01% | 1227 |
|
|
2019
Q3 | $77K | Hold |
4,182
| – | – | ﹤0.01% | 1227 |
|
|
2019
Q2 | $77K | Hold |
4,182
| – | – | ﹤0.01% | 1227 |
|
|
2019
Q1 | $77K | Buy |
4,182
+3,626
| +652% | +$66.8K | ﹤0.01% | 1227 |
|
|
2018
Q4 | $9K | Hold |
556
| – | – | ﹤0.01% | 1369 |
|
|
2018
Q3 | $11K | Sell |
556
-102
| -16% | -$2.02K | ﹤0.01% | 1130 |
|
|
2018
Q2 | $13K | Buy |
658
+102
| +18% | +$2.02K | ﹤0.01% | 929 |
|
|
2018
Q1 | $10K | Hold |
556
| – | – | ﹤0.01% | 853 |
|
|
2017
Q4 | $11K | Hold |
556
| – | – | ﹤0.01% | 858 |
|
|
2017
Q3 | $11K | Hold |
556
| – | – | ﹤0.01% | 866 |
|
|
2017
Q2 | $12K | Hold |
556
| – | – | ﹤0.01% | 743 |
|
|
2017
Q1 | $12K | Hold |
556
| – | – | ﹤0.01% | 711 |
|
|
2016
Q4 | $12K | Hold |
556
| – | – | ﹤0.01% | 698 |
|
|
2016
Q3 | $12K | Hold |
556
| – | – | ﹤0.01% | 659 |
|
|
2016
Q2 | $12K | Hold |
556
| – | – | ﹤0.01% | 539 |
|
|
2016
Q1 | $11K | Hold |
556
| – | – | ﹤0.01% | 513 |
|
|
2015
Q4 | $10K | Hold |
556
| – | – | ﹤0.01% | 469 |
|
|
2015
Q3 | $10K | Buy |
+556
| New | +$10K | ﹤0.01% | 448 |
|