MWM
PDM

Modern Wealth Management’s Piedmont Realty Trust, Inc. PDM Stock Holding History

Modern Wealth Management’s Portfolio PDM Stock Details PDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$306K Sell
41,967
-1,612
-4% -$11.8K 0.01% 595
2025
Q1 		$321K Sell
43,579
-3,043
-7% -$22.4K 0.01% 507
2024
Q4 		$427K Buy
46,622
+3,869
+9% +$35.4K 0.02% 388
2024
Q3 		$432K Sell
42,753
-27,283
-39% -$276K 0.03% 271
2024
Q2 		$508K Buy
+70,036
New +$508K 0.04% 219