Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $235K | Sell |
35,743
-4,471
| -11% | -$34.8K | 0.01% | 909 |
|
|
2025
Q4 | $335K | Buy |
40,214
+1,664
| +4% | +$13.9K | 0.01% | 775 |
|
|
2025
Q3 | $347K | Sell |
38,550
-890
| -2% | -$7.16K | 0.01% | 752 |
|
|
2025
Q2 | $288K | Sell |
39,440
-27,286
| -41% | -$189K | 0.01% | 873 |
|
|
2025
Q1 | $504K | Buy |
66,726
+37,154
| +126% | +$294K | 0.01% | 887 |
|
|
2024
Q4 | $271K | Hold |
29,572
| – | – | 0.01% | 743 |
|
|
2024
Q3 | $299K | Sell |
29,572
-2,914
| -9% | -$26K | 0.01% | 664 |
|
|
2024
Q2 | $236K | Sell |
32,486
-112
| -0.3% | -$778 | 0.01% | 666 |
|
|
2024
Q1 | $229K | Sell |
32,598
-1,396
| -4% | -$9.36K | 0.01% | 666 |
|
|
2023
Q4 | $242K | Sell |
33,994
-540
| -2% | -$3.26K | 0.01% | 633 |
|
|
2023
Q3 | $194K | Buy |
34,534
+5,527
| +19% | +$37.9K | 0.01% | 688 |
|
|
2023
Q2 | $211K | Sell |
29,007
-3,384
| -10% | -$22.5K | 0.01% | 674 |
|
|
2023
Q1 | $236K | Sell |
32,391
-355
| -1% | -$3.26K | 0.01% | 616 |
|
|
2022
Q4 | $300K | Sell |
32,746
-2,979
| -8% | -$29.4K | 0.02% | 522 |
|
|
2022
Q3 | $377K | Sell |
35,725
-25,731
| -42% | -$323K | 0.03% | 444 |
|
|
2022
Q2 | $819K | Buy |
61,456
+2,518
| +4% | +$37.9K | 0.04% | 375 |
|
|
2022
Q1 | $1.01M | Sell |
58,938
-1,951
| -3% | -$34.3K | 0.04% | 349 |
|
|
2021
Q4 | $1.12M | Sell |
60,889
-5,301
| -8% | -$97.1K | 0.04% | 365 |
|
|
2021
Q3 | $1.2M | Sell |
66,190
-2,549
| -4% | -$46.4K | 0.05% | 331 |
|
|
2021
Q2 | $1.28M | Sell |
68,739
-276
| -0.4% | -$5.14K | 0.05% | 303 |
|
|
2021
Q1 | $1.28M | Sell |
69,015
-1,364
| -2% | -$23K | 0.04% | 362 |
|
|
2020
Q4 | $1.25M | Sell |
70,379
-13,234
| -16% | -$195K | 0.05% | 301 |
|
|
2020
Q3 | $1.14M | Sell |
83,613
-8,107
| -9% | -$126K | 0.06% | 268 |
|
|
2020
Q2 | $1.47M | Sell |
91,720
-3,635
| -4% | -$60.7K | 0.08% | 232 |
|
|
2020
Q1 | $1.61M | Sell |
95,355
-9,704
| -9% | -$209K | 0.11% | 191 |
|
|
2019
Q4 | $2.31M | Sell |
105,059
-3,476
| -3% | -$74.8K | 0.12% | 182 |
|
|
2019
Q3 | $2.27M | Sell |
108,535
-151
| -0.1% | -$3.05K | 0.14% | 168 |
|
|
2019
Q2 | $2.17M | Sell |
108,686
-21,448
| -16% | -$443K | 0.13% | 166 |
|
|
2019
Q1 | $2.71M | Sell |
130,134
-1,322
| -1% | -$26K | 0.18% | 148 |
|
|
2018
Q4 | $2.23M | Sell |
131,456
-6,563
| -5% | -$119K | 0.17% | 157 |
|
|
2018
Q3 | $2.61M | Sell |
138,019
-4,136
| -3% | -$81.5K | 0.17% | 148 |
|
|
2018
Q2 | $2.83M | Sell |
142,155
-3,637
| -2% | -$67.5K | 0.22% | 118 |
|
|
2018
Q1 | $2.56M | Sell |
145,792
-2,080
| -1% | -$38.4K | 0.22% | 116 |
|
|
2017
Q4 | $2.9M | Sell |
147,872
-7,010
| -5% | -$140K | 0.26% | 102 |
|
|
2017
Q3 | $3.12M | Sell |
154,882
-5,025
| -3% | -$102K | 0.31% | 93 |
|
|
2017
Q2 | $3.37M | Sell |
159,907
-14,733
| -8% | -$319K | 0.35% | 79 |
|
|
2017
Q1 | $3.73M | Sell |
174,640
-1,941
| -1% | -$42.1K | 0.39% | 63 |
|
|
2016
Q4 | $3.69M | Sell |
176,581
-6,489
| -4% | -$131K | 0.49% | 45 |
|
|
2016
Q3 | $3.98M | Sell |
183,070
-470
| -0.3% | -$10.1K | 0.54% | 44 |
|
|
2016
Q2 | $3.92M | Sell |
183,540
-5,335
| -3% | -$108K | 0.57% | 36 |
|
|
2016
Q1 | $3.84M | Buy |
+188,875
| New | +$3.52M | 0.59% | 33 |
|
Other funds holding PDM
VPM
VCM
WAM
PMG
CIM