Creative Planning’s Piedmont Realty Trust, Inc. PDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $712K | Buy |
97,710
+58,357
| +148% | +$425K | ﹤0.01% | 2138 |
|
|
2025
Q1 | $290K | Sell |
39,353
-18,069
| -31% | -$133K | ﹤0.01% | 2780 |
|
|
2024
Q4 | $525K | Sell |
57,422
-2,580
| -4% | -$23.6K | ﹤0.01% | 2167 |
|
|
2024
Q3 | $606K | Buy |
60,002
+6,577
| +12% | +$66.4K | ﹤0.01% | 1936 |
|
|
2024
Q2 | $387K | Buy |
53,425
+3,496
| +7% | +$25.3K | ﹤0.01% | 2147 |
|
|
2024
Q1 | $351K | Sell |
49,929
-1,411
| -3% | -$9.92K | ﹤0.01% | 2106 |
|
|
2023
Q4 | $365K | Sell |
51,340
-20,109
| -28% | -$143K | ﹤0.01% | 1938 |
|
|
2023
Q3 | $402K | Buy |
71,449
+11,792
| +20% | +$66.3K | ﹤0.01% | 1714 |
|
|
2023
Q2 | $434K | Buy |
59,657
+42,987
| +258% | +$313K | ﹤0.01% | 1644 |
|
|
2023
Q1 | $122K | Buy |
16,670
+1,858
| +13% | +$13.6K | ﹤0.01% | 2210 |
|
|
2022
Q4 | $136K | Buy |
+14,812
| New | +$136K | ﹤0.01% | 2096 |
|
|
2017
Q3 | – | Sell |
-205
| Closed | -$4K | – | 3092 |
|
|
2017
Q2 | $4K | Buy |
205
+80
| +64% | +$1.56K | ﹤0.01% | 4041 |
|
|
2017
Q1 | $3K | Hold |
125
| – | – | ﹤0.01% | 4098 |
|
|
2016
Q4 | $3K | Sell |
125
-7,456
| -98% | -$179K | ﹤0.01% | 4063 |
|
|
2016
Q3 | $165K | Buy |
7,581
+5,958
| +367% | +$130K | ﹤0.01% | 1506 |
|
|
2016
Q2 | $35K | Hold |
1,623
| – | – | ﹤0.01% | 2376 |
|
|
2016
Q1 | $33K | Hold |
1,623
| – | – | ﹤0.01% | 2376 |
|
|
2015
Q4 | $31K | Sell |
1,623
-2,307
| -59% | -$44.1K | ﹤0.01% | 2478 |
|
|
2015
Q3 | $70K | Buy |
+3,930
| New | +$70K | ﹤0.01% | 1804 |
|
|
2015
Q2 | – | Sell |
-3,223
| Closed | -$60K | – | 2338 |
|
|
2015
Q1 | $60K | Buy |
3,223
+200
| +7% | +$3.72K | ﹤0.01% | 1882 |
|
|
2014
Q4 | $57K | Buy |
3,023
+700
| +30% | +$13.2K | ﹤0.01% | 1904 |
|
|
2014
Q3 | $41K | Buy |
2,323
+700
| +43% | +$12.4K | ﹤0.01% | 2040 |
|
|
2014
Q2 | $31K | Sell |
1,623
-1,051
| -39% | -$20.1K | ﹤0.01% | 2173 |
|
|
2014
Q1 | $46K | Sell |
2,674
-1,133
| -30% | -$19.5K | ﹤0.01% | 1847 |
|
|
2013
Q4 | $63K | Buy |
3,807
+994
| +35% | +$16.4K | ﹤0.01% | 1452 |
|
|
2013
Q3 | $49K | Hold |
2,813
| – | – | ﹤0.01% | 1519 |
|
|
2013
Q2 | $50K | Buy |
+2,813
| New | +$50K | ﹤0.01% | 1383 |
|