Laurel Wealth Advisors (North Carolina)’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 | – | Sell |
-1,068
| Closed | -$8.91K | – | 500 |
|
|
2025
Q4 | $8.91K | Buy |
+1,068
| New | +$8.92K | ﹤0.01% | 495 |
|
|
2025
Q2 | – | Sell |
-1,068
| Closed | -$7.87K | – | 525 |
|
|
2025
Q1 | $7.87K | Hold |
1,068
| – | – | ﹤0.01% | 495 |
|
|
2024
Q4 | $9.77K | Hold |
1,068
| – | – | ﹤0.01% | 490 |
|
|
2024
Q3 | $10.8K | Hold |
1,068
| – | – | ﹤0.01% | 455 |
|
|
2024
Q2 | $7.74K | Hold |
1,068
| – | – | ﹤0.01% | 448 |
|
|
2024
Q1 | $7.51K | Hold |
1,068
| – | – | ﹤0.01% | 464 |
|
|
2023
Q4 | $7.59K | Hold |
1,068
| – | – | ﹤0.01% | 422 |
|
|
2023
Q3 | $6K | Hold |
1,068
| – | – | ﹤0.01% | 439 |
|
|
2023
Q2 | $7.76K | Hold |
1,068
| – | – | ﹤0.01% | 425 |
|
|
2023
Q1 | $7.8K | Hold |
1,068
| – | – | ﹤0.01% | 423 |
|
|
2022
Q4 | $9.79K | Hold |
1,068
| – | – | ﹤0.01% | 383 |
|
|
2022
Q3 | $11K | Hold |
1,068
| – | – | ﹤0.01% | 380 |
|
|
2022
Q2 | $14K | Hold |
1,068
| – | – | ﹤0.01% | 365 |
|
|
2022
Q1 | $18K | Hold |
1,068
| – | – | ﹤0.01% | 355 |
|
|
2021
Q4 | $20K | Hold |
1,068
| – | – | ﹤0.01% | 345 |
|
|
2021
Q3 | $19K | Hold |
1,068
| – | – | ﹤0.01% | 345 |
|
|
2021
Q2 | $20K | Hold |
1,068
| – | – | ﹤0.01% | 379 |
|
|
2021
Q1 | $19K | Hold |
1,068
| – | – | ﹤0.01% | 359 |
|
|
2020
Q4 | $17K | Hold |
1,068
| – | – | ﹤0.01% | 365 |
|
|
2020
Q3 | $14K | Buy |
1,068
+534
| +100% | +$8.27K | ﹤0.01% | 357 |
|
|
2020
Q2 | $9K | Hold |
534
| – | – | ﹤0.01% | 386 |
|
|
2020
Q1 | $9K | Hold |
534
| – | – | ﹤0.01% | 374 |
|
|
2019
Q4 | $12K | Hold |
534
| – | – | ﹤0.01% | 379 |
|
|
2019
Q3 | $11K | Hold |
534
| – | – | ﹤0.01% | 376 |
|
|
2019
Q2 | $11K | Hold |
534
| – | – | ﹤0.01% | 369 |
|
|
2019
Q1 | $11K | Hold |
534
| – | – | ﹤0.01% | 360 |
|
|
2018
Q4 | $9K | Buy |
+534
| New | +$9.71K | ﹤0.01% | 367 |
|
Other funds holding PDM
VPM
VCM
WAM
PMG
CIM