Wealth Enhancement Advisory Services’s Piedmont Realty Trust, Inc. PDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
42,104
+6,499
| +18% | +$49K | ﹤0.01% | 2575 |
|
|
2025
Q1 | $262K | Sell |
35,605
-884
| -2% | -$6.52K | ﹤0.01% | 2525 |
|
|
2024
Q4 | $334K | Buy |
36,489
+1,479
| +4% | +$13.5K | ﹤0.01% | 2274 |
|
|
2024
Q3 | $354K | Buy |
35,010
+2,016
| +6% | +$20.4K | ﹤0.01% | 2042 |
|
|
2024
Q2 | $239K | Buy |
32,994
+3,394
| +11% | +$24.6K | ﹤0.01% | 2143 |
|
|
2024
Q1 | $208K | Sell |
29,600
-113
| -0.4% | -$794 | ﹤0.01% | 2172 |
|
|
2023
Q4 | $211K | Sell |
29,713
-732
| -2% | -$5.21K | ﹤0.01% | 2059 |
|
|
2023
Q3 | $171K | Buy |
30,445
+19,412
| +176% | +$109K | ﹤0.01% | 2021 |
|
|
2023
Q2 | $80.2K | Hold |
11,033
| – | – | ﹤0.01% | 506 |
|
|
2023
Q1 | $80.5K | Buy |
+11,033
| New | +$80.5K | ﹤0.01% | 513 |
|
|
2016
Q4 | – | Sell |
-50,663
| Closed | -$1.06M | – | 172 |
|
|
2016
Q3 | $1.06M | Buy |
+50,663
| New | +$1.06M | 0.16% | 82 |
|