Meritage Portfolio 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
2023
Q2
Sell
-309,147
Closed -$2.26M 353
2023
Q1
$2.26M Buy
+309,147
New +$2.26M 0.17% 157
2020
Q4
Sell
-167,986
Closed -$2.28M 266
2020
Q3
$2.28M Sell
167,986
-17,149
-9% -$233K 0.2% 132
2020
Q2
$3.08M Buy
185,135
+31,156
+20% +$517K 0.3% 96
2020
Q1
$2.72M Sell
153,979
-4,562
-3% -$80.6K 0.37% 79
2019
Q4
$3.53M Buy
158,541
+1,191
+0.8% +$26.5K 0.31% 111
2019
Q3
$3.29M Buy
157,350
+3,217
+2% +$67.2K 0.31% 98
2019
Q2
$3.07M Sell
154,133
-99,973
-39% -$1.99M 0.31% 116
2019
Q1
$5.3M Buy
254,106
+10,729
+4% +$224K 0.54% 62
2018
Q4
$4.15M Sell
243,377
-17,728
-7% -$302K 0.47% 81
2018
Q3
$4.94M Buy
261,105
+74,400
+40% +$1.41M 0.45% 102
2018
Q2
$3.72M Sell
186,705
-18,115
-9% -$361K 0.36% 124
2018
Q1
$3.6M Buy
204,820
+87,930
+75% +$1.55M 0.35% 121
2017
Q4
$2.29M Buy
+116,890
New +$2.29M 0.22% 152