Charles Schwab
PDM

Charles Schwab’s Piedmont Realty Trust, Inc. PDM Stock Holding History

Charles Schwab’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 		$20.3M Buy
2,779,465
+473,741
+21% +$3.45M ﹤0.01% 1669
2025
Q1 		$17M Sell
2,305,724
-86,033
-4% -$634K ﹤0.01% 1718
2024
Q4 		$21.9M Sell
2,391,757
-456,049
-16% -$4.17M ﹤0.01% 1653
2024
Q3 		$28.8M Sell
2,847,806
-329,317
-10% -$3.33M 0.01% 1489
2024
Q2 		$23M Sell
3,177,123
-472,484
-13% -$3.43M ﹤0.01% 1582
2024
Q1 		$25.7M Buy
3,649,607
+237,538
+7% +$1.67M 0.01% 1464
2023
Q4 		$24.3M Buy
3,412,069
+209,963
+7% +$1.49M 0.01% 1472
2023
Q3 		$18M Buy
3,202,106
+204,467
+7% +$1.15M 0.01% 1560
2023
Q2 		$21.8M Sell
2,997,639
-91,336
-3% -$664K 0.01% 1433
2023
Q1 		$22.5M Sell
3,088,975
-5,298
-0.2% -$38.7K 0.01% 1374
2022
Q4 		$28.4M Buy
3,094,273
+60,565
+2% +$555K 0.01% 1178
2022
Q3 		$32M Buy
3,033,708
+98,648
+3% +$1.04M 0.01% 1053
2022
Q2 		$38.5M Buy
2,935,060
+25,940
+0.9% +$340K 0.01% 927
2022
Q1 		$50.1M Buy
2,909,120
+150,035
+5% +$2.58M 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% +$7.63M 0.02% 876
2021
Q2 		$44.2M Buy
2,391,608
+202,592
+9% +$3.74M 0.01% 961
2021
Q1 		$38M Buy
2,189,016
+57,721
+3% +$1M 0.01% 1011
2020
Q4 		$34.6M Buy
2,131,295
+121,097
+6% +$1.97M 0.01% 1015
2020
Q3 		$27.3M Sell
2,010,198
-22,381
-1% -$304K 0.01% 1001
2020
Q2 		$33.8M Sell
2,032,579
-530,960
-21% -$8.82M 0.02% 824
2020
Q1 		$45.3M Buy
2,563,539
+98,400
+4% +$1.74M 0.03% 565
2019
Q4 		$54.8M Sell
2,465,139
-130,140
-5% -$2.89M 0.03% 571
2019
Q3 		$54.2M Sell
2,595,279
-29,445
-1% -$615K 0.03% 529
2019
Q2 		$52.3M Buy
2,624,724
+15,302
+0.6% +$305K 0.03% 544
2019
Q1 		$54.4M Buy
2,609,422
+256,336
+11% +$5.34M 0.03% 509
2018
Q4 		$40.1M Buy
2,353,086
+197,617
+9% +$3.37M 0.03% 558
2018
Q3 		$40.8M Buy
2,155,469
+115,625
+6% +$2.19M 0.03% 638
2018
Q2 		$40.7M Buy
2,039,844
+314,120
+18% +$6.26M 0.03% 602
2018
Q1 		$30.4M Sell
1,725,724
-50,304
-3% -$885K 0.02% 740
2017
Q4 		$34.8M Buy
1,776,028
+170,676
+11% +$3.35M 0.03% 620
2017
Q3 		$32.4M Buy
1,605,352
+118,709
+8% +$2.39M 0.03% 600
2017
Q2 		$31.3M Buy
1,486,643
+121,743
+9% +$2.57M 0.03% 570
2017
Q1 		$29.2M Sell
1,364,900
-9,198
-0.7% -$197K 0.03% 591
2016
Q4 		$28.7M Buy
1,374,098
+57,496
+4% +$1.2M 0.03% 546
2016
Q3 		$28.7M Buy
1,316,602
+156,319
+13% +$3.4M 0.03% 523
2016
Q2 		$25M Buy
1,160,283
+83,254
+8% +$1.79M 0.03% 529
2016
Q1 		$21.9M Buy
1,077,029
+103,696
+11% +$2.11M 0.03% 574
2015
Q4 		$18.4M Buy
973,333
+42,873
+5% +$809K 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% +$2.3M 0.02% 630
2015
Q1 		$16.4M Buy
878,988
+99,948
+13% +$1.86M 0.02% 665
2014
Q4 		$14.7M Buy
779,040
+94,764
+14% +$1.79M 0.02% 647
2014
Q3 		$12.1M Sell
684,276
-156,137
-19% -$2.75M 0.02% 681
2014
Q2 		$15.9M Buy
840,413
+174,809
+26% +$3.31M 0.03% 557
2014
Q1 		$11.4M Buy
665,604
+43,903
+7% +$753K 0.02% 704
2013
Q4 		$10.3M Buy
621,701
+45,872
+8% +$758K 0.02% 707
2013
Q3 		$10.2M Buy
575,829
+42,394
+8% +$751K 0.02% 631
2013
Q2 		$9.62M Buy
+533,435
New +$9.62M 0.02% 596