SWM
PDM

Spire Wealth Management’s Piedmont Realty Trust PDM Stock Holding History

Spire Wealth Management’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
Q2 		$21.7K Hold
2,372
– – ﹤0.01% 1420
2026
Q1 		$15.6K Sell
2,372
-1,940
-45% -$15.1K ﹤0.01% 1494
2025
Q4 		$36K Sell
4,312
-5,909
-58% -$49.3K ﹤0.01% 1281
2025
Q3 		$92K Sell
10,221
-140
-1% -$1.13K ﹤0.01% 1016
2025
Q2 		$75.5K Sell
10,361
-544
-5% -$3.76K ﹤0.01% 1077
2025
Q1 		$80.4K Buy
10,905
+340
+3% +$2.69K ﹤0.01% 1122
2024
Q4 		$96.7K Sell
10,565
-1,191
-10% -$11.6K ﹤0.01% 1042
2024
Q3 		$119K Hold
11,756
– – ﹤0.01% 859
2024
Q2 		$85.2K Sell
11,756
-540
-4% -$3.75K ﹤0.01% 944
2024
Q1 		$86.4K Hold
12,296
– – ﹤0.01% 1033
2023
Q4 		$87.8K Buy
12,296
+570
+5% +$3.44K ﹤0.01% 1028
2023
Q3 		$65.9K Buy
11,726
+1,360
+13% +$9.33K ﹤0.01% 1068
2023
Q2 		$75.4K Buy
10,366
+300
+3% +$2K ﹤0.01% 1061
2023
Q1 		$73.5K Buy
10,066
+4,785
+91% +$43.9K ﹤0.01% 1057
2022
Q4 		$48K Buy
5,281
+965
+22% +$9.53K ﹤0.01% 1004
2022
Q3 		$46K Sell
4,316
-2,561
-37% -$32.2K ﹤0.01% 978
2022
Q2 		$90K Sell
6,877
-1,448
-17% -$21.8K ﹤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% -$1.86K ﹤0.01% 1032
2021
Q1 		$146K Buy
+8,425
New +$142K ﹤0.01% 1208

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TWD
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