AssetMark Inc’s Piper Sandler PIPR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.32K Buy
2025
Q1
$3.71K Hold
2024
Q4
$4.5K Buy
2024
Q3
$1.99K Hold
2024
Q2
$1.61K Hold
2024
Q1
$1.39K Hold
2023
Q4
$1.22K Sell
2023
Q3
$3.49K Hold
2023
Q2
$3.1K Hold
2023
Q1
$3.33K Sell
2022
Q4
$2.13M Buy
2022
Q3
$1.58M Buy
2022
Q2
$1.7M Buy
2022
Q1
$1.84M Buy
2018
Q1
Sell
2017
Q4
$0 Buy