Spire 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
Q3 | $92K | Sell |
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|
2025
Q2 | $75.5K | Sell |
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|
2025
Q1 | $80.4K | Buy |
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|
2024
Q4 | $96.7K | Sell |
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|
2024
Q3 | $119K | Hold |
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|
2024
Q2 | $85.2K | Sell |
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|
2024
Q1 | $86.4K | Hold |
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|
2023
Q4 | $87.8K | Buy |
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|
2023
Q3 | $65.9K | Buy |
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|
2023
Q2 | $75.4K | Buy |
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|
2023
Q1 | $73.5K | Buy |
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|
2022
Q4 | $48K | Buy |
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|
2022
Q3 | $46K | Sell |
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|
2022
Q2 | $90K | Sell |
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|
2022
Q1 | $143K | Hold |
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|
2021
Q4 | $153K | Hold |
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|
2021
Q3 | $145K | Hold |
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|
2021
Q2 | $154K | Sell |
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|
2021
Q1 | $146K | Buy |
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