CarsonAllaria Wealth Management’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	-1,068	Closed	-$7.79K	–	260
2025 Q2	$7.79K	Hold	1,068	–	–	﹤0.01%	266
2025 Q1	$7.87K	Buy	1,068 +33	+3%	+$261	﹤0.01%	265
2024 Q4	$9.47K	Hold	1,035	–	–	0.01%	256
2024 Q3	$10.5K	Buy	1,035 +13	+1%	+$116	0.01%	253
2024 Q2	$7.42K	Buy	1,022 +18	+2%	+$125	﹤0.01%	274
2024 Q1	$7.06K	Buy	1,004 +36	+4%	+$241	﹤0.01%	269
2023 Q4	$6.88K	Sell	968 -100	-9%	-$604	﹤0.01%	244
2023 Q3	$6K	Hold	1,068	–	–	﹤0.01%	244
2023 Q2	$7.77K	Buy	1,068 +28	+3%	+$186	0.01%	240
2023 Q1	$7.59K	Buy	1,040 +47	+5%	+$431	0.01%	230
2022 Q4	$9K	Hold	993	–	–	0.01%	197
2022 Q3	$10K	Buy	993 +16	+2%	+$201	0.01%	194
2022 Q2	$13K	Buy	977 +13	+1%	+$196	0.01%	173
2022 Q1	$17K	Buy	964 +21	+2%	+$369	0.02%	166
2021 Q4	$17K	Buy	+943	New	+$17.3K	0.02%	181