Charles Schwab’s Piedmont Realty Trust PDM Stock Holding History

Charles Schwab’s Portfolio PDM Stock Details PDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21M	Sell	3,197,373 -253,448	-7%	-$1.97M	﹤0.01%	1724
2025 Q4	$28.8M	Buy	3,450,821 +296,114	+9%	+$2.47M	﹤0.01%	1520
2025 Q3	$28.4M	Buy	3,154,707 +375,242	+14%	+$3.02M	﹤0.01%	1516
2025 Q2	$20.3M	Buy	2,779,465 +473,741	+21%	+$3.27M	﹤0.01%	1669
2025 Q1	$17M	Sell	2,305,724 -86,033	-4%	-$681K	﹤0.01%	1718
2024 Q4	$21.9M	Sell	2,391,757 -456,049	-16%	-$4.43M	﹤0.01%	1653
2024 Q3	$28.8M	Sell	2,847,806 -329,317	-10%	-$2.93M	0.01%	1489
2024 Q2	$23M	Sell	3,177,123 -472,484	-13%	-$3.28M	﹤0.01%	1582
2024 Q1	$25.7M	Buy	3,649,607 +237,538	+7%	+$1.59M	0.01%	1465
2023 Q4	$24.3M	Buy	3,412,069 +209,963	+7%	+$1.27M	0.01%	1473
2023 Q3	$18M	Buy	3,202,106 +204,467	+7%	+$1.4M	0.01%	1561
2023 Q2	$21.8M	Sell	2,997,639 -91,336	-3%	-$608K	0.01%	1434
2023 Q1	$22.5M	Sell	3,088,975 -5,298	-0.2%	-$48.6K	0.01%	1375
2022 Q4	$28.4M	Buy	3,094,273 +60,565	+2%	+$598K	0.01%	1179
2022 Q3	$32M	Buy	3,033,708 +98,648	+3%	+$1.24M	0.01%	1053
2022 Q2	$38.5M	Buy	2,935,060 +25,940	+0.9%	+$390K	0.01%	927
2022 Q1	$50.1M	Buy	2,909,120 +150,035	+5%	+$2.63M	0.02%	871
2021 Q4	$50.7M	Sell	2,759,085 -70,333	-2%	-$1.29M	0.02%	883
2021 Q3	$49.3M	Buy	2,829,418 +437,810	+18%	+$7.97M	0.02%	876
2021 Q2	$44.2M	Buy	2,391,608 +202,592	+9%	+$3.77M	0.01%	961
2021 Q1	$38M	Buy	2,189,016 +57,721	+3%	+$974K	0.01%	1011
2020 Q4	$34.6M	Buy	2,131,295 +121,097	+6%	+$1.78M	0.01%	1015
2020 Q3	$27.3M	Sell	2,010,198 -22,381	-1%	-$347K	0.01%	1001
2020 Q2	$33.8M	Sell	2,032,579 -530,960	-21%	-$8.86M	0.02%	824
2020 Q1	$45.3M	Buy	2,563,539 +98,400	+4%	+$2.12M	0.03%	565
2019 Q4	$54.8M	Sell	2,465,139 -130,140	-5%	-$2.8M	0.03%	571
2019 Q3	$54.2M	Sell	2,595,279 -29,445	-1%	-$594K	0.03%	529
2019 Q2	$52.3M	Buy	2,624,724 +15,302	+0.6%	+$316K	0.03%	544
2019 Q1	$54.4M	Buy	2,609,422 +256,336	+11%	+$5.04M	0.03%	509
2018 Q4	$40.1M	Buy	2,353,086 +197,617	+9%	+$3.59M	0.03%	558
2018 Q3	$40.8M	Buy	2,155,469 +115,625	+6%	+$2.28M	0.03%	638
2018 Q2	$40.7M	Buy	2,039,844 +314,120	+18%	+$5.83M	0.03%	602
2018 Q1	$30.4M	Sell	1,725,724 -50,304	-3%	-$928K	0.02%	740
2017 Q4	$34.8M	Buy	1,776,028 +170,676	+11%	+$3.4M	0.03%	620
2017 Q3	$32.4M	Buy	1,605,352 +118,709	+8%	+$2.42M	0.03%	600
2017 Q2	$31.3M	Buy	1,486,643 +121,743	+9%	+$2.63M	0.03%	570
2017 Q1	$29.2M	Sell	1,364,900 -9,198	-0.7%	-$199K	0.03%	591
2016 Q4	$28.7M	Buy	1,374,098 +57,496	+4%	+$1.16M	0.03%	546
2016 Q3	$28.7M	Buy	1,316,602 +156,319	+13%	+$3.36M	0.03%	523
2016 Q2	$25M	Buy	1,160,283 +83,254	+8%	+$1.69M	0.03%	529
2016 Q1	$21.9M	Buy	1,077,029 +103,696	+11%	+$1.93M	0.03%	574
2015 Q4	$18.4M	Buy	973,333 +42,873	+5%	+$820K	0.02%	639
2015 Q3	$16.6M	Sell	930,460 -79,392	-8%	-$1.42M	0.02%	644
2015 Q2	$17.8M	Buy	1,009,852 +130,864	+15%	+$2.33M	0.02%	630
2015 Q1	$16.4M	Buy	878,988 +99,948	+13%	+$1.88M	0.02%	665
2014 Q4	$14.7M	Buy	779,040 +94,764	+14%	+$1.78M	0.02%	647
2014 Q3	$12.1M	Sell	684,276 -156,137	-19%	-$3M	0.02%	681
2014 Q2	$15.9M	Buy	840,413 +174,809	+26%	+$3.2M	0.03%	557
2014 Q1	$11.4M	Buy	665,604 +43,903	+7%	+$735K	0.02%	704
2013 Q4	$10.3M	Buy	621,701 +45,872	+8%	+$794K	0.02%	707
2013 Q3	$10.2M	Buy	575,829 +42,394	+8%	+$758K	0.02%	631
2013 Q2	$9.62M	Buy	+533,435	New	+$10.4M	0.02%	596