Bartlett & Co Wealth Management’s Piper Sandler PIPR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$51.7K	Hold	186	–	–	﹤0.01%	651
2025 Q1	$46.1K	Hold	186	–	–	﹤0.01%	663
2024 Q4	$55.8K	Hold	186	–	–	﹤0.01%	627
2024 Q3	$52.8K	Hold	186	–	–	﹤0.01%	645
2024 Q2	$42.8K	Hold	186	–	–	﹤0.01%	683
2024 Q1	$36.9K	Hold	186	–	–	﹤0.01%	708
2023 Q4	$32.8K	Hold	186	–	–	﹤0.01%	776
2023 Q3	$27K	Hold	186	–	–	﹤0.01%	757
2023 Q2	$24K	Hold	186	–	–	﹤0.01%	789
2023 Q1	$25.8K	Buy	186 +71	+62%	+$9.84K	﹤0.01%	667
2022 Q4	$15K	Hold	115	–	–	﹤0.01%	772
2022 Q3	$12K	Hold	115	–	–	﹤0.01%	794
2022 Q2	$13K	Hold	115	–	–	﹤0.01%	815
2022 Q1	$15.1K	Buy	+115	New	+$15.1K	﹤0.01%	770
2021 Q4	–	Sell	-2,055	Closed	-$285K	–	748
2021 Q3	$285K	Hold	2,055	–	–	0.01%	307
2021 Q2	$266K	Hold	2,055	–	–	0.01%	309
2021 Q1	$225K	Hold	2,055	–	–	﹤0.01%	323
2020 Q4	$207K	Hold	2,055	–	–	﹤0.01%	326
2020 Q3	$150K	Hold	2,055	–	–	﹤0.01%	334
2020 Q2	$122K	Hold	2,055	–	–	﹤0.01%	363
2020 Q1	$104K	Hold	2,055	–	–	﹤0.01%	366
2019 Q4	$164K	Sell	2,055 -9	-0.4%	-$719	﹤0.01%	356
2019 Q3	$156K	Buy	2,064 +9	+0.4%	+$679	﹤0.01%	351
2019 Q2	$153K	Hold	2,055	–	–	0.01%	279
2019 Q1	$150K	Hold	2,055	–	–	0.01%	275
2018 Q4	$135K	Hold	2,055	–	–	0.01%	282
2018 Q3	$157K	Hold	2,055	–	–	0.01%	279
2018 Q2	$158K	Hold	2,055	–	–	0.01%	274
2018 Q1	$171K	Buy	+2,055	New	+$171K	0.01%	263