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Stephens Consulting’s Piedmont Realty Trust PDM Stock Holding History

Stephens Consulting’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
2025
Q2 		– Sell
-100
Closed -$737 – 1759
2025
Q1 		$737 Buy
+100
New +$792 ﹤0.01% 792

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WAM
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LSV Asset Management
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PMG
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Geode Capital Management
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Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Stephens Consulting's PDM Position: Q2 2025 in Review

Stephens Consulting sold out of Piedmont Realty Trust (PDM) in Q2 2025, closing a stake of 100 shares — an estimated $737 sold.

Stephens Consulting first reported a position in PDM in Q1 2025 and held it in 1 quarter. The position peaked at $737 in Q1 2025. 263 funds tracked by Wall St. Rank hold PDM as of Q2 2025.

  • Stephens Consulting reported no remaining Piedmont Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 100 Piedmont Realty Trust shares in Q2 2025, an estimated $737.
  • Stephens Consulting first reported a position in Piedmont Realty Trust in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Piedmont Realty Trust position peaked at $737 in Q1 2025.
  • 263 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.