CWM
PDM
CarsonAllaria Wealth Management’s Piedmont Realty Trust, Inc. PDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.79K | Hold |
1,068
| – | – | ﹤0.01% | 266 |
|
|
2025
Q1 | $7.87K | Buy |
1,068
+33
| +3% | +$243 | ﹤0.01% | 265 |
|
|
2024
Q4 | $9.47K | Hold |
1,035
| – | – | 0.01% | 256 |
|
|
2024
Q3 | $10.5K | Buy |
1,035
+13
| +1% | +$131 | 0.01% | 253 |
|
|
2024
Q2 | $7.42K | Buy |
1,022
+18
| +2% | +$131 | ﹤0.01% | 274 |
|
|
2024
Q1 | $7.06K | Buy |
1,004
+36
| +4% | +$253 | ﹤0.01% | 269 |
|
|
2023
Q4 | $6.88K | Sell |
968
-100
| -9% | -$711 | ﹤0.01% | 244 |
|
|
2023
Q3 | $6K | Hold |
1,068
| – | – | ﹤0.01% | 244 |
|
|
2023
Q2 | $7.77K | Buy |
1,068
+28
| +3% | +$204 | 0.01% | 240 |
|
|
2023
Q1 | $7.59K | Buy |
1,040
+47
| +5% | +$343 | 0.01% | 230 |
|
|
2022
Q4 | $9K | Hold |
993
| – | – | 0.01% | 197 |
|
|
2022
Q3 | $10K | Buy |
993
+16
| +2% | +$161 | 0.01% | 194 |
|
|
2022
Q2 | $13K | Buy |
977
+13
| +1% | +$173 | 0.01% | 173 |
|
|
2022
Q1 | $17K | Buy |
964
+21
| +2% | +$370 | 0.02% | 166 |
|
|
2021
Q4 | $17K | Buy |
+943
| New | +$17K | 0.02% | 181 |
|