Cerity Partners’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 | $3.45M | Sell |
12,422
-225
| -2% | -$62.5K | 0.01% | 977 |
|
|
2025
Q1 | $3.13M | Sell |
12,647
-2,190
| -15% | -$542K | 0.01% | 922 |
|
|
2024
Q4 | $4.21M | Sell |
14,837
-1,223
| -8% | -$347K | 0.01% | 780 |
|
|
2024
Q3 | $4.56M | Buy |
16,060
+2,819
| +21% | +$800K | 0.01% | 730 |
|
|
2024
Q2 | $3.05M | Sell |
13,241
-1,440
| -10% | -$331K | 0.01% | 751 |
|
|
2024
Q1 | $2.91M | Buy |
14,681
+13,436
| +1,079% | +$2.67M | 0.01% | 825 |
|
|
2023
Q4 | $218K | Buy |
+1,245
| New | +$218K | ﹤0.01% | 1675 |
|