Creative Planning’s Piper Sandler PIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.83M | Buy |
128,394
+22,894
| +22% | +$1.88M | 0.01% | 700 |
|
|
2025
Q4 | $8.96M | Buy |
105,500
+22,164
| +27% | +$1.87M | 0.01% | 666 |
|
|
2025
Q3 | $7.23M | Buy |
83,336
+24,772
| +42% | +$2.02M | 0.01% | 704 |
|
|
2025
Q2 | $4.07M | Buy |
58,564
+7,968
| +16% | +$496K | ﹤0.01% | 862 |
|
|
2025
Q1 | $3.13M | Buy |
50,596
+5,124
| +11% | +$367K | ﹤0.01% | 915 |
|
|
2024
Q4 | $3.41M | Buy |
45,472
+8,324
| +22% | +$648K | ﹤0.01% | 831 |
|
|
2024
Q3 | $2.64M | Buy |
37,148
+9,596
| +35% | +$628K | ﹤0.01% | 922 |
|
|
2024
Q2 | $1.59M | Buy |
27,552
+4,764
| +21% | +$244K | ﹤0.01% | 1112 |
|
|
2024
Q1 | $1.13M | Buy |
22,788
+8,212
| +56% | +$375K | ﹤0.01% | 1258 |
|
|
2023
Q4 | $637K | Buy |
14,576
+1,612
| +12% | +$61.3K | ﹤0.01% | 1524 |
|
|
2023
Q3 | $471K | Buy |
12,964
+2,948
| +29% | +$106K | ﹤0.01% | 1603 |
|
|
2023
Q2 | $324K | Sell |
10,016
-772
| -7% | -$25.5K | ﹤0.01% | 1848 |
|
|
2023
Q1 | $374K | Sell |
10,788
-724
| -6% | -$25.8K | ﹤0.01% | 1662 |
|
|
2022
Q4 | $375K | Sell |
11,512
-860
| -7% | -$28.1K | ﹤0.01% | 1579 |
|
|
2022
Q3 | $324K | Buy |
12,372
+2,044
| +20% | +$59.5K | ﹤0.01% | 1608 |
|
|
2022
Q2 | $293K | Buy |
10,328
+1,240
| +14% | +$37.5K | ﹤0.01% | 1624 |
|
|
2022
Q1 | $298K | Buy |
9,088
+172
| +2% | +$6.34K | ﹤0.01% | 1648 |
|
|
2021
Q4 | $398K | Buy |
8,916
+448
| +5% | +$19K | ﹤0.01% | 1439 |
|
|
2021
Q3 | $293K | Buy |
8,468
+48
| +0.6% | +$1.61K | ﹤0.01% | 1608 |
|
|
2021
Q2 | $273K | Buy |
8,420
+84
| +1% | +$2.57K | ﹤0.01% | 1615 |
|
|
2021
Q1 | $229K | Buy |
8,336
+296
| +4% | +$7.85K | ﹤0.01% | 1990 |
|
|
2020
Q4 | $203K | Buy |
+8,040
| New | +$182K | ﹤0.01% | 1896 |
|
|
2020
Q1 | – | Sell |
-10,776
| Closed | -$215K | – | 2032 |
|
|
2019
Q4 | $215K | Buy |
10,776
+32
| +0.3% | +$620 | ﹤0.01% | 1588 |
|
|
2019
Q3 | $203K | Sell |
10,744
-748
| -7% | -$13.9K | ﹤0.01% | 1600 |
|
|
2019
Q2 | $213K | Buy |
+11,492
| New | +$217K | ﹤0.01% | 1583 |
|
|
2018
Q2 | – | Sell |
-10,216
| Closed | -$212K | – | 2149 |
|
|
2018
Q1 | $212K | Buy |
+10,216
| New | +$226K | ﹤0.01% | 1568 |
|
|
2017
Q3 | – | Sell |
-8,376
| Closed | -$126K | – | 3207 |
|
|
2017
Q2 | $126K | Buy |
8,376
+708
| +9% | +$10.7K | ﹤0.01% | 1818 |
|
|
2017
Q1 | $122K | Buy |
7,668
+1,860
| +32% | +$32.9K | ﹤0.01% | 1831 |
|
|
2016
Q4 | $105K | Buy |
5,808
+888
| +18% | +$14K | ﹤0.01% | 1829 |
|
|
2016
Q3 | $59K | Hold |
4,920
| – | – | ﹤0.01% | 2230 |
|
|
2016
Q2 | $46K | Sell |
4,920
-24
| -0.5% | -$255 | ﹤0.01% | 2187 |
|
|
2016
Q1 | $61K | Sell |
4,944
-8
| -0.2% | -$81 | ﹤0.01% | 1957 |
|
|
2015
Q4 | $50K | Sell |
4,952
-1,404
| -22% | -$13.5K | ﹤0.01% | 2125 |
|
|
2015
Q3 | $57K | Buy |
+6,356
| New | +$65.3K | ﹤0.01% | 1948 |
|
|
2015
Q2 | – | Sell |
-6,152
| Closed | -$81K | – | 2482 |
|
|
2015
Q1 | $81K | Buy |
6,152
+24
| +0.4% | +$326 | ﹤0.01% | 1692 |
|
|
2014
Q4 | $89K | Buy |
6,128
+1,400
| +30% | +$19.2K | ﹤0.01% | 1610 |
|
|
2014
Q3 | $62K | Buy |
4,728
+44
| +0.9% | +$587 | ﹤0.01% | 1773 |
|
|
2014
Q2 | $61K | Sell |
4,684
-4
| -0.1% | -$45 | ﹤0.01% | 1745 |
|
|
2014
Q1 | $54K | Buy |
4,688
+84
| +2% | +$854 | ﹤0.01% | 1753 |
|
|
2013
Q4 | $46K | Hold |
4,604
| – | – | ﹤0.01% | 1662 |
|
|
2013
Q3 | $39K | Buy |
4,604
+52
| +1% | +$438 | ﹤0.01% | 1669 |
|
|
2013
Q2 | $36K | Buy |
+4,552
| New | +$38.3K | ﹤0.01% | 1567 |
|
Other funds holding PIPR
VPM
VCM
SIMG