Laurel Wealth Advisors (North Carolina)’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 | $1.07M | Buy |
7,786
+6,718
| +629% | +$922K | 0.02% | 252 |
|
|
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% | 454 |
|
|
2024
Q2 | $7.74K | Hold |
1,068
| – | – | ﹤0.01% | 447 |
|
|
2024
Q1 | $7.51K | Hold |
1,068
| – | – | ﹤0.01% | 463 |
|
|
2023
Q4 | $7.59K | Hold |
1,068
| – | – | ﹤0.01% | 421 |
|
|
2023
Q3 | $6K | Hold |
1,068
| – | – | ﹤0.01% | 438 |
|
|
2023
Q2 | $7.77K | Hold |
1,068
| – | – | ﹤0.01% | 424 |
|
|
2023
Q1 | $7.8K | Hold |
1,068
| – | – | ﹤0.01% | 422 |
|
|
2022
Q4 | $9.79K | Hold |
1,068
| – | – | ﹤0.01% | 382 |
|
|
2022
Q3 | $11K | Hold |
1,068
| – | – | ﹤0.01% | 378 |
|
|
2022
Q2 | $14K | Hold |
1,068
| – | – | ﹤0.01% | 363 |
|
|
2022
Q1 | $18K | Hold |
1,068
| – | – | ﹤0.01% | 354 |
|
|
2021
Q4 | $20K | Hold |
1,068
| – | – | ﹤0.01% | 344 |
|
|
2021
Q3 | $19K | Hold |
1,068
| – | – | ﹤0.01% | 344 |
|
|
2021
Q2 | $20K | Hold |
1,068
| – | – | ﹤0.01% | 378 |
|
|
2021
Q1 | $19K | Hold |
1,068
| – | – | ﹤0.01% | 358 |
|
|
2020
Q4 | $17K | Hold |
1,068
| – | – | ﹤0.01% | 365 |
|
|
2020
Q3 | $14K | Buy |
1,068
+534
| +100% | +$7K | ﹤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 | +$9K | ﹤0.01% | 367 |
|