Bank of Montreal’s Piper Sandler PIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $580K | Buy |
7,575
+655
| +9% | +$53.7K | ﹤0.01% | 2321 |
|
|
2025
Q4 | $588K | Sell |
6,920
-104
| -1% | -$8.78K | ﹤0.01% | 2231 |
|
|
2025
Q3 | $609K | Sell |
7,024
-6,080
| -46% | -$496K | ﹤0.01% | 2181 |
|
|
2025
Q2 | $911K | Buy |
13,104
+732
| +6% | +$45.6K | ﹤0.01% | 1952 |
|
|
2025
Q1 | $766K | Buy |
12,372
+2,508
| +25% | +$180K | ﹤0.01% | 1952 |
|
|
2024
Q4 | $740K | Buy |
9,864
+360
| +4% | +$28K | ﹤0.01% | 2023 |
|
|
2024
Q3 | $670K | Buy |
9,504
+456
| +5% | +$29.8K | ﹤0.01% | 2232 |
|
|
2024
Q2 | $524K | Buy |
9,048
+184
| +2% | +$9.43K | ﹤0.01% | 2376 |
|
|
2024
Q1 | $440K | Buy |
8,864
+284
| +3% | +$13K | ﹤0.01% | 2522 |
|
|
2023
Q4 | $381K | Buy |
8,580
+508
| +6% | +$19.3K | ﹤0.01% | 2702 |
|
|
2023
Q3 | $308K | Sell |
8,072
-132
| -2% | -$4.77K | ﹤0.01% | 2790 |
|
|
2023
Q2 | $286K | Sell |
8,204
-4,608
| -36% | -$152K | ﹤0.01% | 2984 |
|
|
2023
Q1 | $444K | Buy |
12,812
+2,428
| +23% | +$86.5K | ﹤0.01% | 2527 |
|
|
2022
Q4 | $371K | Buy |
10,384
+132
| +1% | +$4.31K | ﹤0.01% | 2783 |
|
|
2022
Q3 | $277 | Buy |
10,252
+872
| +9% | +$25.4K | ﹤0.01% | 2989 |
|
|
2022
Q2 | $272 | Sell |
9,380
-8,608
| -48% | -$260K | ﹤0.01% | 3073 |
|
|
2022
Q1 | $597K | Buy |
17,988
+732
| +4% | +$27K | ﹤0.01% | 2703 |
|
|
2021
Q4 | $777K | Sell |
17,256
-3,536
| -17% | -$150K | ﹤0.01% | 2099 |
|
|
2021
Q3 | $734K | Sell |
20,792
-336
| -2% | -$11.3K | ﹤0.01% | 2662 |
|
|
2021
Q2 | $689K | Buy |
21,128
+4,916
| +30% | +$151K | ﹤0.01% | 2672 |
|
|
2021
Q1 | $457K | Sell |
16,212
-660
| -4% | -$17.5K | ﹤0.01% | 2695 |
|
|
2020
Q4 | $438K | Buy |
16,872
+11,940
| +242% | +$271K | ﹤0.01% | 2768 |
|
|
2020
Q3 | $95K | Sell |
4,932
-2,324
| -32% | -$39.6K | ﹤0.01% | 3103 |
|
|
2020
Q2 | $101K | Buy |
7,256
+4,344
| +149% | +$61.2K | ﹤0.01% | 3085 |
|
|
2020
Q1 | $36K | Sell |
2,912
-5,460
| -65% | -$97.3K | ﹤0.01% | 3027 |
|
|
2019
Q4 | $168K | Buy |
8,372
+1,888
| +29% | +$36.6K | ﹤0.01% | 3254 |
|
|
2019
Q3 | $122K | Sell |
6,484
-6,136
| -49% | -$114K | ﹤0.01% | 3195 |
|
|
2019
Q2 | $234K | Buy |
12,620
+4,604
| +57% | +$87K | ﹤0.01% | 2836 |
|
|
2019
Q1 | $146K | Sell |
8,016
-1,328
| -14% | -$23.6K | ﹤0.01% | 2885 |
|
|
2018
Q4 | $153K | Buy |
9,344
+840
| +10% | +$14.7K | ﹤0.01% | 2720 |
|
|
2018
Q3 | $163K | Sell |
8,504
-588
| -6% | -$11.3K | ﹤0.01% | 2862 |
|
|
2018
Q2 | $175K | Buy |
9,092
+992
| +12% | +$19.4K | ﹤0.01% | 2830 |
|
|
2018
Q1 | $168K | Sell |
8,100
-1,916
| -19% | -$42.4K | ﹤0.01% | 2711 |
|
|
2017
Q4 | $216K | Sell |
10,016
-548
| -5% | -$9.88K | ﹤0.01% | 2648 |
|
|
2017
Q3 | $157K | Sell |
10,564
-364
| -3% | -$5.37K | ﹤0.01% | 2761 |
|
|
2017
Q2 | $164K | Sell |
10,928
-680
| -6% | -$10.3K | ﹤0.01% | 2749 |
|
|
2017
Q1 | $186K | Sell |
11,608
-12,192
| -51% | -$216K | ﹤0.01% | 2505 |
|
|
2016
Q4 | $434K | Sell |
23,800
-1,888
| -7% | -$29.8K | ﹤0.01% | 2176 |
|
|
2016
Q3 | $310K | Sell |
25,688
-66,208
| -72% | -$721K | ﹤0.01% | 2274 |
|
|
2016
Q2 | $867K | Sell |
91,896
-169,096
| -65% | -$1.8M | ﹤0.01% | 1912 |
|
|
2016
Q1 | $3.23M | Sell |
260,992
-10,860
| -4% | -$110K | ﹤0.01% | 1204 |
|
|
2015
Q4 | $2.75M | Buy |
271,852
+264,464
| +3,580% | +$2.53M | ﹤0.01% | 1267 |
|
|
2015
Q3 | $66K | Sell |
7,388
-1,076
| -13% | -$11.1K | ﹤0.01% | 2812 |
|
|
2015
Q2 | $92K | Hold |
8,464
| – | – | ﹤0.01% | 2784 |
|
|
2015
Q1 | $111K | Sell |
8,464
-36,704
| -81% | -$498K | ﹤0.01% | 2588 |
|
|
2014
Q4 | $656K | Buy |
45,168
+5,460
| +14% | +$75K | ﹤0.01% | 1928 |
|
|
2014
Q3 | $518K | Buy |
39,708
+2,092
| +6% | +$27.9K | ﹤0.01% | 2064 |
|
|
2014
Q2 | $487K | Buy |
37,616
+26,416
| +236% | +$297K | ﹤0.01% | 2102 |
|
|
2014
Q1 | $128K | Buy |
11,200
+8,824
| +371% | +$89.7K | ﹤0.01% | 2693 |
|
|
2013
Q4 | $23K | Sell |
2,376
-11,576
| -83% | -$106K | ﹤0.01% | 3187 |
|
|
2013
Q3 | $120K | Sell |
13,952
-11,452
| -45% | -$96.5K | ﹤0.01% | 2430 |
|
|
2013
Q2 | $201K | Buy |
+25,404
| New | +$214K | ﹤0.01% | 2193 |
|
Other funds holding PIPR
VPM
VCM
SIMG