Envestnet Asset Management’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 | $177K | Buy |
24,330
+73
| +0.3% | +$532 | ﹤0.01% | 4262 |
|
|
2025
Q1 | $179K | Sell |
24,257
-17,486
| -42% | -$129K | ﹤0.01% | 4162 |
|
|
2024
Q4 | $382K | Sell |
41,743
-8,537
| -17% | -$78.1K | ﹤0.01% | 3752 |
|
|
2024
Q3 | $508K | Buy |
50,280
+7,013
| +16% | +$70.8K | ﹤0.01% | 3537 |
|
|
2024
Q2 | $314K | Sell |
43,267
-6,242
| -13% | -$45.3K | ﹤0.01% | 3714 |
|
|
2024
Q1 | $348K | Buy |
49,509
+13,442
| +37% | +$94.5K | ﹤0.01% | 3645 |
|
|
2023
Q4 | $256K | Sell |
36,067
-17,679
| -33% | -$126K | ﹤0.01% | 3701 |
|
|
2023
Q3 | $302K | Buy |
53,746
+31,223
| +139% | +$175K | ﹤0.01% | 3529 |
|
|
2023
Q2 | $164K | Buy |
22,523
+268
| +1% | +$1.95K | ﹤0.01% | 3757 |
|
|
2023
Q1 | $162K | Sell |
22,255
-34,848
| -61% | -$254K | ﹤0.01% | 3705 |
|
|
2022
Q4 | $524K | Sell |
57,103
-24,753
| -30% | -$227K | ﹤0.01% | 3075 |
|
|
2022
Q3 | $864K | Buy |
81,856
+1,497
| +2% | +$15.8K | ﹤0.01% | 2684 |
|
|
2022
Q2 | $1.05M | Sell |
80,359
-1,513
| -2% | -$19.8K | ﹤0.01% | 2549 |
|
|
2022
Q1 | $1.41M | Buy |
81,872
+6,931
| +9% | +$119K | ﹤0.01% | 2409 |
|
|
2021
Q4 | $1.38M | Buy |
74,941
+3,215
| +4% | +$59.1K | ﹤0.01% | 2413 |
|
|
2021
Q3 | $1.25M | Buy |
71,726
+2,993
| +4% | +$52.2K | ﹤0.01% | 2398 |
|
|
2021
Q2 | $1.27M | Sell |
68,733
-262
| -0.4% | -$4.84K | ﹤0.01% | 2368 |
|
|
2021
Q1 | $1.2M | Buy |
68,995
+10,022
| +17% | +$174K | ﹤0.01% | 2267 |
|
|
2020
Q4 | $957K | Sell |
58,973
-12,206
| -17% | -$198K | ﹤0.01% | 2238 |
|
|
2020
Q3 | $966K | Buy |
71,179
+4,787
| +7% | +$65K | ﹤0.01% | 2034 |
|
|
2020
Q2 | $1.1M | Sell |
66,392
-4,019
| -6% | -$66.8K | ﹤0.01% | 1909 |
|
|
2020
Q1 | $1.24M | Buy |
70,411
+10,114
| +17% | +$179K | ﹤0.01% | 1692 |
|
|
2019
Q4 | $1.34M | Buy |
60,297
+4,740
| +9% | +$105K | ﹤0.01% | 1846 |
|
|
2019
Q3 | $1.16M | Buy |
55,557
+11,490
| +26% | +$240K | ﹤0.01% | 1845 |
|
|
2019
Q2 | $878K | Buy |
44,067
+15,501
| +54% | +$309K | ﹤0.01% | 2045 |
|
|
2019
Q1 | $596K | Buy |
28,566
+14,256
| +100% | +$297K | ﹤0.01% | 2230 |
|
|
2018
Q4 | $244K | Buy |
+14,310
| New | +$244K | ﹤0.01% | 2548 |
|
|
2016
Q4 | – | Sell |
-7,999
| Closed | -$174K | – | 3247 |
|
|
2016
Q3 | $174K | Sell |
7,999
-100
| -1% | -$2.18K | ﹤0.01% | 2079 |
|
|
2016
Q2 | $174K | Buy |
8,099
+820
| +11% | +$17.6K | ﹤0.01% | 2168 |
|
|
2016
Q1 | $148K | Buy |
+7,279
| New | +$148K | ﹤0.01% | 2227 |
|
|
2015
Q4 | – | Sell |
-2,110
| Closed | -$38K | – | 3052 |
|
|
2015
Q3 | $38K | Buy |
+2,110
| New | +$38K | ﹤0.01% | 2762 |
|
|
2015
Q1 | – | Sell |
-518
| Closed | -$10K | – | 2302 |
|
|
2014
Q4 | $10K | Hold |
518
| – | – | ﹤0.01% | 1965 |
|
|
2014
Q3 | $9K | Buy |
518
+61
| +13% | +$1.06K | ﹤0.01% | 2158 |
|
|
2014
Q2 | $9K | Sell |
457
-3,123
| -87% | -$61.5K | ﹤0.01% | 2091 |
|
|
2014
Q1 | $61K | Buy |
3,580
+3,292
| +1,143% | +$56.1K | ﹤0.01% | 1291 |
|
|
2013
Q4 | $5K | Buy |
288
+8
| +3% | +$139 | ﹤0.01% | 2003 |
|
|
2013
Q3 | $5K | Buy |
280
+279
| +27,900% | +$4.98K | ﹤0.01% | 1928 |
|
|
2013
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2347 |
|