United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $86K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $79.3K | Sell |
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|
2023
Q4 | $89.6K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $256K | Buy |
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|
2014
Q3 | $239K | Sell |
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|
2014
Q2 | $269K | Sell |
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|
2014
Q1 | $307K | Buy |
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|
2013
Q4 | $253K | Sell |
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|
2013
Q3 | $275K | Buy |
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|
2013
Q2 | $281K | Buy |
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