Northwestern Mutual Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-476
| Closed | -$4.28K | – | 4191 |
|
|
2025
Q3 | $4.28K | Sell |
476
-174
| -27% | -$1.4K | ﹤0.01% | 3191 |
|
|
2025
Q2 | $4.74K | Hold |
650
| – | – | ﹤0.01% | 3040 |
|
|
2025
Q1 | $4.79K | Hold |
650
| – | – | ﹤0.01% | 2961 |
|
|
2024
Q4 | $5.95K | Hold |
650
| – | – | ﹤0.01% | 2904 |
|
|
2024
Q3 | $6.57K | Buy |
+650
| New | +$5.79K | ﹤0.01% | 2828 |
|
|
2020
Q2 | – | Sell |
-22
| Closed | – | – | 2606 |
|
|
2020
Q1 | $0 | Sell |
22
-1,378
| -98% | -$29.7K | ﹤0.01% | 2702 |
|
|
2019
Q4 | $31K | Buy |
1,400
+484
| +53% | +$10.4K | ﹤0.01% | 1610 |
|
|
2019
Q3 | $19K | Hold |
916
| – | – | ﹤0.01% | 1751 |
|
|
2019
Q2 | $18K | Sell |
916
-248
| -21% | -$5.12K | ﹤0.01% | 1765 |
|
|
2019
Q1 | $24K | Buy |
1,164
+248
| +27% | +$4.88K | ﹤0.01% | 1640 |
|
|
2018
Q4 | $16K | Hold |
916
| – | – | ﹤0.01% | 1678 |
|
|
2018
Q3 | $17K | Hold |
916
| – | – | ﹤0.01% | 1736 |
|
|
2018
Q2 | $18K | Hold |
916
| – | – | ﹤0.01% | 1638 |
|
|
2018
Q1 | $16K | Hold |
916
| – | – | ﹤0.01% | 1611 |
|
|
2017
Q4 | $18K | Buy |
+916
| New | +$18.2K | ﹤0.01% | 1543 |
|
|
2017
Q1 | – | Sell |
-90
| Closed | -$2K | – | 2295 |
|
|
2016
Q4 | $2K | Buy |
+90
| New | +$1.82K | ﹤0.01% | 2056 |
|
|
2016
Q3 | – | Sell |
-364
| Closed | -$8K | – | 1133 |
|
|
2016
Q2 | $8K | Buy |
364
+304
| +507% | +$6.17K | ﹤0.01% | 1444 |
|
|
2016
Q1 | $1K | Buy |
+60
| New | +$1.12K | ﹤0.01% | 2023 |
|
|
2014
Q1 | – | Sell |
-504
| Closed | -$8K | – | 1416 |
|
|
2013
Q4 | $8K | Buy |
+504
| New | +$8.72K | ﹤0.01% | 963 |
|
Other funds holding PDM
WAM
PMG
CIM