EverSource Wealth Advisors’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	$26.8K	Buy	350 +54	+18%	+$4.43K	﹤0.01%	2318
2025 Q4	$25.1K	Buy	296 +140	+90%	+$11.8K	﹤0.01%	2236
2025 Q3	$13.5K	Hold	156	–	–	﹤0.01%	2637
2025 Q2	$10.8K	Sell	156 -56	-26%	-$3.49K	﹤0.01%	2756
2025 Q1	$13.1K	Sell	212 -1,288	-86%	-$92.2K	﹤0.01%	1951
2024 Q4	$112K	Buy	1,500 +348	+30%	+$27.1K	0.01%	868
2024 Q3	$81.7K	Buy	1,152 +908	+372%	+$59.4K	0.01%	868
2024 Q2	$16.7K	Buy	+244	New	+$12.5K	﹤0.01%	1597
2023 Q1	–	Sell	-112	Closed	-$3.67K	–	2502
2022 Q4	$3.67K	Hold	112	–	–	﹤0.01%	1715
2022 Q3	$3K	Sell	112 -52	-32%	-$1.51K	﹤0.01%	1567
2022 Q2	$5K	Hold	164	–	–	﹤0.01%	1282
2022 Q1	$5K	Hold	164	–	–	﹤0.01%	1278
2021 Q4	$7K	Buy	+164	New	+$6.97K	﹤0.01%	1129