Burney Company’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 | – | Sell |
-4,988
| Closed | -$309K | – | 602 |
|
|
2025
Q1 | $309K | Sell |
4,988
-2,440
| -33% | -$175K | 0.01% | 493 |
|
|
2024
Q4 | $557K | Sell |
7,428
-2,648
| -26% | -$206K | 0.02% | 406 |
|
|
2024
Q3 | $715K | Sell |
10,076
-1,424
| -12% | -$93.1K | 0.03% | 379 |
|
|
2024
Q2 | $662K | Sell |
11,500
-384
| -3% | -$19.7K | 0.03% | 382 |
|
|
2024
Q1 | $590K | Sell |
11,884
-12,312
| -51% | -$563K | 0.02% | 405 |
|
|
2023
Q4 | $1.06M | Buy |
24,196
+548
| +2% | +$20.8K | 0.04% | 322 |
|
|
2023
Q3 | $859K | Buy |
23,648
+1,760
| +8% | +$63.6K | 0.04% | 332 |
|
|
2023
Q2 | $707K | Buy |
21,888
+2,840
| +15% | +$93.8K | 0.03% | 357 |
|
|
2023
Q1 | $660K | Buy |
19,048
+848
| +5% | +$30.2K | 0.03% | 361 |
|
|
2022
Q4 | $592K | Sell |
18,200
-564
| -3% | -$18.4K | 0.03% | 370 |
|
|
2022
Q3 | $491K | Buy |
18,764
+1,084
| +6% | +$31.6K | 0.03% | 411 |
|
|
2022
Q2 | $501K | Buy |
+17,680
| New | +$534K | 0.03% | 407 |
|
|
2021
Q3 | – | Sell |
-6,624
| Closed | -$215K | – | 596 |
|
|
2021
Q2 | $215K | Buy |
+6,624
| New | +$203K | 0.01% | 561 |
|
|
2020
Q1 | – | Sell |
-10,564
| Closed | -$211K | – | 466 |
|
|
2019
Q4 | $211K | Buy |
+10,564
| New | +$205K | 0.01% | 445 |
|
|
2018
Q4 | – | Sell |
-10,564
| Closed | -$202K | – | 447 |
|
|
2018
Q3 | $202K | Sell |
10,564
-4
| -0% | -$77 | 0.01% | 433 |
|
|
2018
Q2 | $203K | Buy |
10,568
+4
| +0% | +$78 | 0.01% | 435 |
|
|
2018
Q1 | $219K | Hold |
10,564
| – | – | 0.01% | 387 |
|
|
2017
Q4 | $228K | Buy |
+10,564
| New | +$190K | 0.01% | 399 |
|
|
2017
Q1 | – | Sell |
-11,804
| Closed | -$214K | – | 400 |
|
|
2016
Q4 | $214K | Buy |
+11,804
| New | +$186K | 0.01% | 361 |
|
|
2015
Q4 | – | Sell |
-22,712
| Closed | -$205K | – | 388 |
|
|
2015
Q3 | $205K | Buy |
+22,712
| New | +$233K | 0.02% | 352 |
|
Other funds holding PIPR
WHG
GKIM
