Cornerstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,899
| Closed | -$211K | – | 598 |
|
|
2024
Q3 | $211K | Sell |
20,899
-16,725
| -44% | -$149K | 0.01% | 538 |
|
|
2024
Q2 | $273K | Sell |
37,624
-11,468
| -23% | -$79.7K | 0.02% | 454 |
|
|
2024
Q1 | $345K | Sell |
49,092
-2,091
| -4% | -$14K | 0.03% | 408 |
|
|
2023
Q4 | $364K | Hold |
51,183
| – | – | 0.03% | 383 |
|
|
2023
Q3 | $288K | Sell |
51,183
-2,000
| -4% | -$13.7K | 0.03% | 429 |
|
|
2023
Q2 | $387K | Sell |
53,183
-1,049
| -2% | -$6.98K | 0.03% | 355 |
|
|
2023
Q1 | $396K | Buy |
+54,232
| New | +$498K | 0.04% | 326 |
|
|
2022
Q3 | $563K | Sell |
53,294
-400
| -0.7% | -$5.02K | 0.06% | 231 |
|
|
2022
Q2 | $704K | Sell |
53,694
-3,482
| -6% | -$52.4K | 0.08% | 203 |
|
|
2022
Q1 | $985K | Sell |
57,176
-850
| -1% | -$14.9K | 0.1% | 181 |
|
|
2021
Q4 | $1.07M | Sell |
58,026
-500
| -0.9% | -$9.15K | 0.1% | 179 |
|
|
2021
Q3 | $1.02M | Hold |
58,526
| – | – | 0.11% | 179 |
|
|
2021
Q2 | $1.08M | Sell |
58,526
-364
| -0.6% | -$6.77K | 0.11% | 176 |
|
|
2021
Q1 | $1.02M | Sell |
58,890
-200
| -0.3% | -$3.37K | 0.12% | 168 |
|
|
2020
Q4 | $959K | Hold |
59,090
| – | – | 0.12% | 164 |
|
|
2020
Q3 | $802K | Sell |
59,090
-200
| -0.3% | -$3.1K | 0.12% | 168 |
|
|
2020
Q2 | $985K | Hold |
59,290
| – | – | 0.16% | 132 |
|
|
2020
Q1 | $1.05M | Hold |
59,290
| – | – | 0.2% | 97 |
|
|
2019
Q4 | $1.32M | Sell |
59,290
-3,526
| -6% | -$75.9K | 0.21% | 90 |
|
|
2019
Q3 | $1.31M | Sell |
62,816
-1,138
| -2% | -$23K | 0.23% | 87 |
|
|
2019
Q2 | $1.27M | Sell |
63,954
-600
| -0.9% | -$12.4K | 0.23% | 87 |
|
|
2019
Q1 | $1.9M | Sell |
64,554
-1,000
| -2% | -$19.7K | 0.23% | 110 |
|
|
2018
Q4 | $1.11M | Sell |
65,554
-1,299,235
| -95% | -$23.6M | 0.24% | 86 |
|
|
2018
Q3 | $67.3M | Buy |
1,364,789
+59,404
| +5% | +$1.17M | 0.85% | 23 |
|
|
2018
Q2 | $66.1M | Buy |
1,305,385
+1,239,731
| +1,888% | +$23M | 0.75% | 25 |
|
|
2018
Q1 | $1.16M | Sell |
65,654
-3,460
| -5% | -$63.9K | 0.22% | 92 |
|
|
2017
Q4 | $1.33M | Buy |
69,114
+1,850
| +3% | +$36.8K | 0.25% | 83 |
|
|
2017
Q3 | $1.36M | Hold |
67,264
| – | – | 0.28% | 79 |
|
|
2017
Q2 | $1.36M | Sell |
67,264
-1,339
| -2% | -$29K | 0.3% | 71 |
|
|
2017
Q1 | $1.48M | Hold |
68,603
| – | – | 0.36% | 55 |
|
|
2016
Q4 | $1.44M | Buy |
68,603
+1,200
| +2% | +$24.2K | 0.46% | 44 |
|
|
2016
Q3 | $1.43M | Buy |
+67,403
| New | +$1.45M | 0.53% | 34 |
|
Other funds holding PDM
WAM
PMG
VC
Cornerstone Wealth Management's PDM Position: Q4 2024 in Review
Cornerstone Wealth Management sold out of Piedmont Realty Trust (PDM) in Q4 2024, closing a stake of 20,899 shares — an estimated $211K sold.
Cornerstone Wealth Management first reported a position in PDM in Q3 2016 and held it in 32 quarters. The position peaked at $67.3M in Q3 2018. 255 funds tracked by Wall St. Rank hold PDM as of Q4 2024.
- Cornerstone Wealth Management reported no remaining Piedmont Realty Trust position as of Q4 2024 after selling out during the quarter.
- Cornerstone Wealth Management sold 20,899 Piedmont Realty Trust shares in Q4 2024, an estimated $211K.
- Cornerstone Wealth Management first reported a position in Piedmont Realty Trust in Q3 2016 and held it in 32 quarters.
- Cornerstone Wealth Management's Piedmont Realty Trust position peaked at $67.3M in Q3 2018.
- 255 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2024.
Based on Cornerstone Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.