Wealth Enhancement Advisory Services
PDM

Wealth Enhancement Advisory Services’s Piedmont Realty Trust PDM Stock Holding History

Wealth Enhancement Advisory Services’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 		$407K Sell
43,623
-467
-1% -$3.85K ﹤0.01% 2891
2026
Q1 		$289K Sell
44,090
-2,125
-5% -$16.5K ﹤0.01% 2816
2025
Q4 		$391K Buy
46,215
+3,629
+9% +$30.3K ﹤0.01% 2677
2025
Q3 		$368K Buy
42,586
+482
+1% +$3.88K ﹤0.01% 2614
2025
Q2 		$317K Buy
42,104
+6,499
+18% +$44.9K ﹤0.01% 2592
2025
Q1 		$262K Sell
35,605
-884
-2% -$7K ﹤0.01% 2546
2024
Q4 		$334K Buy
36,489
+1,479
+4% +$14.4K ﹤0.01% 2296
2024
Q3 		$354K Buy
35,010
+2,016
+6% +$18K ﹤0.01% 2061
2024
Q2 		$239K Buy
32,994
+3,394
+11% +$23.6K ﹤0.01% 2148
2024
Q1 		$208K Sell
29,600
-113
-0.4% -$757 ﹤0.01% 2172
2023
Q4 		$211K Sell
29,713
-732
-2% -$4.42K ﹤0.01% 2063
2023
Q3 		$171K Buy
30,445
+19,412
+176% +$133K ﹤0.01% 2031
2023
Q2 		$80.2K Hold
11,033
– – ﹤0.01% 506
2023
Q1 		$80.5K Buy
+11,033
New +$101K ﹤0.01% 513
2016
Q4 		– Sell
-50,663
Closed -$1.05M – 172
2016
Q3 		$1.05M Buy
+50,663
New +$1.09M 0.16% 82

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WAM
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NI
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Swedbank
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SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $102M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return