Spire Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $75.5K | Sell |
10,361
-544
| -5% | -$3.97K | ﹤0.01% | 1077 |
|
2025
Q1 | $80.4K | Buy |
10,905
+340
| +3% | +$2.51K | ﹤0.01% | 1122 |
|
2024
Q4 | $96.7K | Sell |
10,565
-1,191
| -10% | -$10.9K | ﹤0.01% | 1042 |
|
2024
Q3 | $119K | Hold |
11,756
| – | – | ﹤0.01% | 859 |
|
2024
Q2 | $85.2K | Sell |
11,756
-540
| -4% | -$3.92K | ﹤0.01% | 944 |
|
2024
Q1 | $86.4K | Hold |
12,296
| – | – | ﹤0.01% | 1033 |
|
2023
Q4 | $87.8K | Buy |
12,296
+570
| +5% | +$4.07K | ﹤0.01% | 1028 |
|
2023
Q3 | $65.9K | Buy |
11,726
+1,360
| +13% | +$7.64K | ﹤0.01% | 1068 |
|
2023
Q2 | $75.4K | Buy |
10,366
+300
| +3% | +$2.18K | ﹤0.01% | 1061 |
|
2023
Q1 | $73.5K | Buy |
10,066
+4,785
| +91% | +$34.9K | ﹤0.01% | 1057 |
|
2022
Q4 | $48K | Buy |
5,281
+965
| +22% | +$8.77K | ﹤0.01% | 1004 |
|
2022
Q3 | $46K | Sell |
4,316
-2,561
| -37% | -$27.3K | ﹤0.01% | 978 |
|
2022
Q2 | $90K | Sell |
6,877
-1,448
| -17% | -$19K | ﹤0.01% | 1074 |
|
2022
Q1 | $143K | Hold |
8,325
| – | – | ﹤0.01% | 1039 |
|
2021
Q4 | $153K | Hold |
8,325
| – | – | ﹤0.01% | 1222 |
|
2021
Q3 | $145K | Hold |
8,325
| – | – | ﹤0.01% | 1047 |
|
2021
Q2 | $154K | Sell |
8,325
-100
| -1% | -$1.85K | ﹤0.01% | 1032 |
|
2021
Q1 | $146K | Buy |
+8,425
| New | +$146K | ﹤0.01% | 1208 |
|