GeoWealth 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
Q1
Sell
-17
Closed -$5.1K 1611
2024
Q4
$5.1K Hold
17
﹤0.01% 1547
2024
Q3
$4.82K Buy
+17
New +$4.82K ﹤0.01% 1458