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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $521K | Hold |
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|
2025
Q2 | $417K | Buy |
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|
2025
Q1 | $369K | Buy |
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|
2024
Q4 | $446K | Sell |
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|
2024
Q3 | $581K | Hold |
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|
2024
Q2 | $471K | Hold |
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|
2024
Q1 | $407K | Hold |
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|
2023
Q4 | $358K | Hold |
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|
2023
Q3 | $298K | Hold |
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|
2023
Q2 | $265K | Hold |
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|
2023
Q1 | $284K | Hold |
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|
2022
Q4 | $267K | Hold |
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|
2022
Q3 | $215K | Buy |
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