Destination Wealth Management’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	$456K	Sell	5,956 -52	-0.9%	-$4.27K	0.01%	217
2025 Q4	$510K	Hold	6,008	–	–	0.01%	195
2025 Q3	$521K	Hold	6,008	–	–	0.01%	173
2025 Q2	$417K	Buy	6,008 +52	+0.9%	+$3.24K	0.01%	193
2025 Q1	$369K	Buy	5,956 +12	+0.2%	+$859	0.01%	192
2024 Q4	$446K	Sell	5,944 -2,248	-27%	-$175K	0.01%	168
2024 Q3	$581K	Hold	8,192	–	–	0.02%	148
2024 Q2	$471K	Hold	8,192	–	–	0.02%	153
2024 Q1	$407K	Hold	8,192	–	–	0.01%	154
2023 Q4	$358K	Hold	8,192	–	–	0.01%	160
2023 Q3	$298K	Hold	8,192	–	–	0.01%	163
2023 Q2	$265K	Hold	8,192	–	–	0.01%	175
2023 Q1	$284K	Hold	8,192	–	–	0.01%	176
2022 Q4	$267K	Hold	8,192	–	–	0.01%	177
2022 Q3	$215K	Buy	+8,192	New	+$239K	0.01%	181