EWM
Empirical Wealth Management’s Piper Sandler PIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
4,037
+604
| +18% | +$168K | 0.03% | 296 |
|
|
2025
Q1 | $850K | Buy |
3,433
+867
| +34% | +$215K | 0.02% | 316 |
|
|
2024
Q4 | $770K | Buy |
2,566
+274
| +12% | +$82.2K | 0.02% | 308 |
|
|
2024
Q3 | $650K | Buy |
2,292
+882
| +63% | +$250K | 0.02% | 331 |
|
|
2024
Q2 | $325K | Buy |
1,410
+317
| +29% | +$73K | 0.01% | 439 |
|
|
2024
Q1 | $217K | Buy |
+1,093
| New | +$217K | 0.01% | 493 |
|