Carson Wealth (CWM LLC)’s Piper Sandler PIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96K | Buy |
345
+37
| +12% | +$10.3K | ﹤0.01% | 2768 |
|
|
2025
Q1 | $76K | Buy |
308
+29
| +10% | +$7.16K | ﹤0.01% | 2648 |
|
|
2024
Q4 | $84K | Sell |
279
-31
| -10% | -$9.33K | ﹤0.01% | 2406 |
|
|
2024
Q3 | $88K | Buy |
310
+57
| +23% | +$16.2K | ﹤0.01% | 2284 |
|
|
2024
Q2 | $58K | Sell |
253
-48
| -16% | -$11K | ﹤0.01% | 2370 |
|
|
2024
Q1 | $60K | Buy |
301
+36
| +14% | +$7.18K | ﹤0.01% | 2179 |
|
|
2023
Q4 | $46K | Sell |
265
-38
| -13% | -$6.6K | ﹤0.01% | 2228 |
|
|
2023
Q3 | $44K | Sell |
303
-4
| -1% | -$581 | ﹤0.01% | 2145 |
|
|
2023
Q2 | $40K | Buy |
307
+12
| +4% | +$1.56K | ﹤0.01% | 2139 |
|
|
2023
Q1 | $41K | Sell |
295
-11
| -4% | -$1.53K | ﹤0.01% | 2016 |
|
|
2022
Q4 | $40K | Buy |
306
+4
| +1% | +$523 | ﹤0.01% | 1877 |
|
|
2022
Q3 | $32K | Buy |
302
+62
| +26% | +$6.57K | ﹤0.01% | 1916 |
|
|
2022
Q2 | $27K | Sell |
240
-23
| -9% | -$2.59K | ﹤0.01% | 1945 |
|
|
2022
Q1 | $35K | Hold |
263
| – | – | ﹤0.01% | 1777 |
|
|
2021
Q4 | $47K | Buy |
+263
| New | +$47K | ﹤0.01% | 1593 |
|
|
2021
Q2 | $29K | Hold |
220
| – | – | ﹤0.01% | 1627 |
|
|
2021
Q1 | $29K | Hold |
220
| – | – | ﹤0.01% | 1627 |
|
|
2020
Q4 | $29K | Hold |
220
| – | – | ﹤0.01% | 1627 |
|
|
2020
Q3 | $29K | Hold |
220
| – | – | ﹤0.01% | 1627 |
|
|
2020
Q2 | $29K | Hold |
220
| – | – | ﹤0.01% | 1627 |
|
|
2020
Q1 | $29K | Hold |
220
| – | – | ﹤0.01% | 1627 |
|
|
2019
Q4 | $29K | Hold |
220
| – | – | ﹤0.01% | 1627 |
|
|
2019
Q3 | $29K | Hold |
220
| – | – | ﹤0.01% | 1627 |
|
|
2019
Q2 | $29K | Hold |
220
| – | – | ﹤0.01% | 1627 |
|
|
2019
Q1 | $29K | Buy |
220
+46
| +26% | +$6.06K | ﹤0.01% | 1627 |
|
|
2018
Q4 | $11K | Sell |
174
-2
| -1% | -$126 | ﹤0.01% | 1304 |
|
|
2018
Q3 | $13K | Buy |
176
+158
| +878% | +$11.7K | ﹤0.01% | 1087 |
|
|
2018
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1565 |
|
|
2018
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 1308 |
|
|
2017
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 1288 |
|
|
2017
Q3 | $1K | Buy |
18
+2
| +13% | +$111 | ﹤0.01% | 1402 |
|
|
2017
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 1121 |
|
|
2017
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 1088 |
|
|
2016
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 1062 |
|
|
2016
Q3 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 953 |
|