Geneos 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 | $60.3K | Sell |
217
-143
| -40% | -$39.7K | ﹤0.01% | 1471 |
|
|
2025
Q1 | $89.2K | Buy |
360
+244
| +210% | +$60.4K | ﹤0.01% | 1631 |
|
|
2024
Q4 | $34.8K | Buy |
116
+9
| +8% | +$2.7K | ﹤0.01% | 1466 |
|
|
2024
Q3 | $30.4K | Buy |
107
+10
| +10% | +$2.84K | ﹤0.01% | 1388 |
|
|
2024
Q2 | $22.3K | Hold |
97
| – | – | ﹤0.01% | 1312 |
|
|
2024
Q1 | $19.3K | Hold |
97
| – | – | ﹤0.01% | 1369 |
|
|
2023
Q4 | $17K | Sell |
97
-50
| -34% | -$8.74K | ﹤0.01% | 1412 |
|
|
2023
Q3 | $21.4K | Buy |
147
+62
| +73% | +$9.01K | ﹤0.01% | 1352 |
|
|
2023
Q2 | $11K | Buy |
85
+50
| +143% | +$6.46K | ﹤0.01% | 1555 |
|
|
2023
Q1 | $4.85K | Hold |
35
| – | – | ﹤0.01% | 1731 |
|
|
2022
Q4 | $4.58K | Sell |
35
-13
| -27% | -$1.7K | ﹤0.01% | 1728 |
|
|
2022
Q3 | $5K | Sell |
48
-190
| -80% | -$19.8K | ﹤0.01% | 1694 |
|
|
2022
Q2 | $26K | Buy |
238
+13
| +6% | +$1.42K | ﹤0.01% | 1567 |
|
|
2022
Q1 | $29K | Sell |
225
-142
| -39% | -$18.3K | ﹤0.01% | 1620 |
|
|
2021
Q4 | $65K | Hold |
367
| – | – | ﹤0.01% | 1362 |
|
|
2021
Q3 | $52K | Hold |
367
| – | – | ﹤0.01% | 1481 |
|
|
2021
Q2 | $47K | Sell |
367
-2
| -0.5% | -$256 | ﹤0.01% | 1514 |
|
|
2021
Q1 | $42K | Buy |
369
+2
| +0.5% | +$228 | ﹤0.01% | 1721 |
|
|
2020
Q4 | $40K | Hold |
367
| – | – | ﹤0.01% | 1563 |
|
|
2020
Q3 | $25K | Sell |
367
-58
| -14% | -$3.95K | ﹤0.01% | 1552 |
|
|
2020
Q2 | $23K | Hold |
425
| – | – | ﹤0.01% | 1564 |
|
|
2020
Q1 | $21K | Sell |
425
-2
| -0.5% | -$99 | ﹤0.01% | 1496 |
|
|
2019
Q4 | $33K | Hold |
427
| – | – | ﹤0.01% | 1465 |
|
|
2019
Q3 | $32K | Buy |
427
+35
| +9% | +$2.62K | ﹤0.01% | 1394 |
|
|
2019
Q2 | $29K | Hold |
392
| – | – | ﹤0.01% | 1458 |
|
|
2019
Q1 | $28K | Hold |
392
| – | – | ﹤0.01% | 1418 |
|
|
2018
Q4 | $25K | Buy |
392
+1
| +0.3% | +$64 | ﹤0.01% | 1407 |
|
|
2018
Q3 | $29K | Hold |
391
| – | – | ﹤0.01% | 1425 |
|
|
2018
Q2 | $30K | Hold |
391
| – | – | ﹤0.01% | 1284 |
|
|
2018
Q1 | $32K | Buy |
391
+1
| +0.3% | +$82 | ﹤0.01% | 1202 |
|
|
2017
Q4 | $33K | Buy |
390
+1
| +0.3% | +$85 | ﹤0.01% | 1189 |
|
|
2017
Q3 | $23K | Sell |
389
-3
| -0.8% | -$177 | ﹤0.01% | 1272 |
|
|
2017
Q2 | $23K | Sell |
392
-10
| -2% | -$587 | ﹤0.01% | 1223 |
|
|
2017
Q1 | $25K | Buy |
402
+197
| +96% | +$12.3K | ﹤0.01% | 1163 |
|
|
2016
Q4 | $14K | Hold |
205
| – | – | ﹤0.01% | 1331 |
|
|
2016
Q3 | $9K | Buy |
205
+14
| +7% | +$615 | ﹤0.01% | 1405 |
|
|
2016
Q2 | $7K | Sell |
191
-50
| -21% | -$1.83K | ﹤0.01% | 1435 |
|
|
2016
Q1 | $11K | Buy |
+241
| New | +$11K | ﹤0.01% | 1279 |
|