Envestnet Asset 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 | $22.9M | Buy |
82,549
+4,421
| +6% | +$1.23M | 0.01% | 1165 |
|
|
2025
Q1 | $19.3M | Buy |
78,128
+18,787
| +32% | +$4.65M | 0.01% | 1214 |
|
|
2024
Q4 | $17.8M | Buy |
59,341
+1,566
| +3% | +$470K | 0.01% | 1264 |
|
|
2024
Q3 | $16.4M | Buy |
57,775
+685
| +1% | +$194K | 0.01% | 1316 |
|
|
2024
Q2 | $13.1M | Buy |
57,090
+2,510
| +5% | +$578K | ﹤0.01% | 1382 |
|
|
2024
Q1 | $10.8M | Sell |
54,580
-43
| -0.1% | -$8.54K | ﹤0.01% | 1476 |
|
|
2023
Q4 | $9.55M | Buy |
54,623
+157
| +0.3% | +$27.5K | ﹤0.01% | 1470 |
|
|
2023
Q3 | $7.91M | Buy |
54,466
+17,869
| +49% | +$2.6M | ﹤0.01% | 1521 |
|
|
2023
Q2 | $4.73M | Buy |
36,597
+7
| +0% | +$905 | ﹤0.01% | 1734 |
|
|
2023
Q1 | $5.07M | Sell |
36,590
-3,771
| -9% | -$523K | ﹤0.01% | 1658 |
|
|
2022
Q4 | $5.25M | Buy |
40,361
+108
| +0.3% | +$14.1K | ﹤0.01% | 1569 |
|
|
2022
Q3 | $4.22M | Buy |
40,253
+1,185
| +3% | +$124K | ﹤0.01% | 1618 |
|
|
2022
Q2 | $4.43M | Sell |
39,068
-399
| -1% | -$45.2K | ﹤0.01% | 1585 |
|
|
2022
Q1 | $5.18M | Sell |
39,467
-973
| -2% | -$128K | ﹤0.01% | 1579 |
|
|
2021
Q4 | $7.22M | Buy |
40,440
+4,794
| +13% | +$856K | ﹤0.01% | 1389 |
|
|
2021
Q3 | $4.94M | Buy |
35,646
+383
| +1% | +$53K | ﹤0.01% | 1565 |
|
|
2021
Q2 | $4.57M | Buy |
35,263
+1,872
| +6% | +$243K | ﹤0.01% | 1576 |
|
|
2021
Q1 | $3.66M | Buy |
33,391
+1,096
| +3% | +$120K | ﹤0.01% | 1596 |
|
|
2020
Q4 | $3.26M | Buy |
32,295
+4,957
| +18% | +$500K | ﹤0.01% | 1483 |
|
|
2020
Q3 | $2M | Buy |
27,338
+22,207
| +433% | +$1.62M | ﹤0.01% | 1621 |
|
|
2020
Q2 | $304K | Sell |
5,131
-8
| -0.2% | -$474 | ﹤0.01% | 2675 |
|
|
2020
Q1 | $260K | Sell |
5,139
-551
| -10% | -$27.9K | ﹤0.01% | 2618 |
|
|
2019
Q4 | $455K | Sell |
5,690
-143
| -2% | -$11.4K | ﹤0.01% | 2502 |
|
|
2019
Q3 | $440K | Buy |
5,833
+176
| +3% | +$13.3K | ﹤0.01% | 2448 |
|
|
2019
Q2 | $420K | Buy |
5,657
+426
| +8% | +$31.6K | ﹤0.01% | 2483 |
|
|
2019
Q1 | $381K | Buy |
5,231
+377
| +8% | +$27.5K | ﹤0.01% | 2490 |
|
|
2018
Q4 | $320K | Buy |
+4,854
| New | +$320K | ﹤0.01% | 2394 |
|
|
2018
Q2 | – | Sell |
-145
| Closed | -$12K | – | 2890 |
|
|
2018
Q1 | $12K | Buy |
145
+10
| +7% | +$828 | ﹤0.01% | 2464 |
|
|
2017
Q4 | $12K | Hold |
135
| – | – | ﹤0.01% | 2598 |
|
|
2017
Q3 | $8K | Sell |
135
-10
| -7% | -$593 | ﹤0.01% | 2644 |
|
|
2017
Q2 | $9K | Sell |
145
-846
| -85% | -$52.5K | ﹤0.01% | 2731 |
|
|
2017
Q1 | $64K | Buy |
991
+34
| +4% | +$2.2K | ﹤0.01% | 2332 |
|
|
2016
Q4 | $70K | Buy |
+957
| New | +$70K | ﹤0.01% | 2330 |
|
|
2015
Q1 | – | Sell |
-85
| Closed | -$5K | – | 2311 |
|
|
2014
Q4 | $5K | Hold |
85
| – | – | ﹤0.01% | 2148 |
|
|
2014
Q3 | $4K | Hold |
85
| – | – | ﹤0.01% | 2362 |
|
|
2014
Q2 | $4K | Buy |
+85
| New | +$4K | ﹤0.01% | 2372 |
|