PWPS
PDM

Pinnacle Wealth Planning Services’s Piedmont Realty Trust PDM Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PDM Stock Details PDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.96K Hold
602
– – ﹤0.01% 2308
2025
Q4 		$5.02K Buy
+602
New +$5.03K ﹤0.01% 2279
2023
Q4 		– Sell
-23,208
Closed -$130K – 511
2023
Q3 		$130K Buy
+23,208
New +$159K 0.02% 397
2023
Q2 		– Sell
-19,462
Closed -$142K – 499
2023
Q1 		$142K Buy
+19,462
New +$179K 0.02% 419
2021
Q1 		– Sell
-1,307
Closed -$22K – 1492
2020
Q4 		$22K Buy
+1,307
New +$19.2K 0.01% 1122
2018
Q1 		– Sell
-11,912
Closed -$234K – 180
2017
Q4 		$234K Buy
+11,912
New +$237K 0.48% 49

Other funds holding PDM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return