AssetMark Inc’s Piper Sandler PIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.32K | Buy |
34
+19
| +127% | +$5.21K | ﹤0.01% | 1974 |
|
|
2025
Q1 | $3.72K | Hold |
15
| – | – | ﹤0.01% | 2054 |
|
|
2024
Q4 | $4.5K | Buy |
15
+8
| +114% | +$2.4K | ﹤0.01% | 1954 |
|
|
2024
Q3 | $1.99K | Hold |
7
| – | – | ﹤0.01% | 1887 |
|
|
2024
Q2 | $1.61K | Hold |
7
| – | – | ﹤0.01% | 1779 |
|
|
2024
Q1 | $1.39K | Hold |
7
| – | – | ﹤0.01% | 1632 |
|
|
2023
Q4 | $1.22K | Sell |
7
-17
| -71% | -$2.97K | ﹤0.01% | 1610 |
|
|
2023
Q3 | $3.49K | Hold |
24
| – | – | ﹤0.01% | 1424 |
|
|
2023
Q2 | $3.1K | Hold |
24
| – | – | ﹤0.01% | 1385 |
|
|
2023
Q1 | $3.33K | Sell |
24
-16,347
| -100% | -$2.27M | ﹤0.01% | 1358 |
|
|
2022
Q4 | $2.13M | Buy |
16,371
+1,312
| +9% | +$171K | 0.01% | 424 |
|
|
2022
Q3 | $1.58M | Buy |
15,059
+23
| +0.2% | +$2.41K | 0.01% | 425 |
|
|
2022
Q2 | $1.7M | Buy |
15,036
+1,003
| +7% | +$114K | 0.01% | 393 |
|
|
2022
Q1 | $1.84M | Buy |
+14,033
| New | +$1.84M | 0.01% | 363 |
|
|
2018
Q1 | – | Sell |
-5
| Closed | – | – | 1840 |
|
|
2017
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2065 |
|