Meritage Portfolio 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
2023 Q2	–	Sell	-309,147	Closed	-$2.26M	–	353
2023 Q1	$2.26M	Buy	+309,147	New	+$2.84M	0.17%	157
2020 Q4	–	Sell	-167,986	Closed	-$2.28M	–	266
2020 Q3	$2.28M	Sell	167,986 -17,149	-9%	-$266K	0.2%	132
2020 Q2	$3.08M	Buy	185,135 +31,156	+20%	+$520K	0.3%	96
2020 Q1	$2.72M	Sell	153,979 -4,562	-3%	-$98.3K	0.37%	79
2019 Q4	$3.53M	Buy	158,541 +1,191	+0.8%	+$25.6K	0.31%	111
2019 Q3	$3.29M	Buy	157,350 +3,217	+2%	+$64.9K	0.31%	98
2019 Q2	$3.07M	Sell	154,133 -99,973	-39%	-$2.06M	0.31%	116
2019 Q1	$5.3M	Buy	254,106 +10,729	+4%	+$211K	0.54%	62
2018 Q4	$4.15M	Sell	243,377 -17,728	-7%	-$322K	0.47%	81
2018 Q3	$4.94M	Buy	261,105 +74,400	+40%	+$1.47M	0.45%	102
2018 Q2	$3.72M	Sell	186,705 -18,115	-9%	-$336K	0.36%	124
2018 Q1	$3.6M	Buy	204,820 +87,930	+75%	+$1.62M	0.35%	121
2017 Q4	$2.29M	Buy	+116,890	New	+$2.33M	0.22%	152