Beacon Pointe Advisors’s Piper Sandler PIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Hold |
38,554
| – | – | 0.11% | 165 |
|
|
2025
Q1 | $9.55M | Buy |
38,554
+8,033
| +26% | +$1.99M | 0.11% | 178 |
|
|
2024
Q4 | $9.15M | Hold |
30,521
| – | – | 0.1% | 179 |
|
|
2024
Q3 | $8.66M | Hold |
30,521
| – | – | 0.1% | 181 |
|
|
2024
Q2 | $7.03M | Sell |
30,521
-19,999
| -40% | -$4.6M | 0.08% | 210 |
|
|
2024
Q1 | $10M | Sell |
50,520
-11,688
| -19% | -$2.32M | 0.11% | 178 |
|
|
2023
Q4 | $10.9M | Hold |
62,208
| – | – | 0.13% | 158 |
|
|
2023
Q3 | $9.04M | Buy |
+62,208
| New | +$9.04M | 0.11% | 173 |
|
|
2022
Q1 | – | Sell |
-18,090
| Closed | -$3.23M | – | 1216 |
|
|
2021
Q4 | $3.23M | Buy |
+18,090
| New | +$3.23M | 0.08% | 187 |
|
|
2021
Q3 | – | Sell |
-18,298
| Closed | -$2.37M | – | 954 |
|
|
2021
Q2 | $2.37M | Buy |
+18,298
| New | +$2.37M | 0.08% | 193 |
|