Destination Wealth Management’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 | $417K | Buy |
1,502
+13
| +0.9% | +$3.61K | 0.01% | 193 |
|
|
2025
Q1 | $369K | Buy |
1,489
+3
| +0.2% | +$743 | 0.01% | 191 |
|
|
2024
Q4 | $446K | Sell |
1,486
-562
| -27% | -$169K | 0.01% | 168 |
|
|
2024
Q3 | $581K | Hold |
2,048
| – | – | 0.02% | 148 |
|
|
2024
Q2 | $471K | Hold |
2,048
| – | – | 0.02% | 153 |
|
|
2024
Q1 | $407K | Hold |
2,048
| – | – | 0.01% | 154 |
|
|
2023
Q4 | $358K | Hold |
2,048
| – | – | 0.01% | 160 |
|
|
2023
Q3 | $298K | Hold |
2,048
| – | – | 0.01% | 163 |
|
|
2023
Q2 | $265K | Hold |
2,048
| – | – | 0.01% | 175 |
|
|
2023
Q1 | $284K | Hold |
2,048
| – | – | 0.01% | 176 |
|
|
2022
Q4 | $267K | Hold |
2,048
| – | – | 0.01% | 177 |
|
|
2022
Q3 | $215K | Buy |
+2,048
| New | +$215K | 0.01% | 181 |
|