Global Retirement Partners’s Piper Sandler PIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $58.1K | Buy |
684
+668
| +4,175% | +$56.4K | ﹤0.01% | 2263 |
|
|
2025
Q3 | $1.39K | Hold |
16
| – | – | ﹤0.01% | 3431 |
|
|
2025
Q2 | $1.11K | Buy |
+16
| New | +$997 | ﹤0.01% | 3416 |
|
|
2024
Q4 | $1.2K | Sell |
16
-40
| -71% | -$3.11K | ﹤0.01% | 3235 |
|
|
2024
Q3 | $3.97K | Sell |
56
-488
| -90% | -$31.9K | ﹤0.01% | 2670 |
|
|
2024
Q2 | $31.3K | Buy |
544
+136
| +33% | +$6.97K | ﹤0.01% | 1771 |
|
|
2024
Q1 | $20.2K | Hold |
408
| – | – | ﹤0.01% | 1812 |
|
|
2023
Q4 | $17K | Hold |
408
| – | – | ﹤0.01% | 1839 |
|
|
2023
Q3 | $14.4K | Hold |
408
| – | – | ﹤0.01% | 1800 |
|
|
2023
Q2 | $13.2K | Buy |
408
+4
| +1% | +$132 | ﹤0.01% | 1861 |
|
|
2023
Q1 | $12.7K | Hold |
404
| – | – | ﹤0.01% | 1824 |
|
|
2022
Q4 | $13.1K | Hold |
404
| – | – | ﹤0.01% | 1665 |
|
|
2022
Q3 | $13K | Sell |
404
-20
| -5% | -$582 | ﹤0.01% | 1586 |
|
|
2022
Q2 | $12K | Sell |
424
-144
| -25% | -$4.35K | ﹤0.01% | 1559 |
|
|
2022
Q1 | $17K | Buy |
+568
| New | +$20.9K | ﹤0.01% | 1414 |
|
|
2021
Q4 | – | Sell |
-392
| Closed | -$14K | – | 1361 |
|
|
2021
Q3 | $14K | Hold |
392
| – | – | ﹤0.01% | 1322 |
|
|
2021
Q2 | $13K | Hold |
392
| – | – | ﹤0.01% | 1320 |
|
|
2021
Q1 | $11K | Hold |
392
| – | – | ﹤0.01% | 1274 |
|
|
2020
Q4 | $10K | Hold |
392
| – | – | ﹤0.01% | 1269 |
|
|
2020
Q3 | $7K | Hold |
392
| – | – | ﹤0.01% | 1251 |
|
|
2020
Q2 | $6K | Hold |
392
| – | – | ﹤0.01% | 1256 |
|
|
2020
Q1 | $5K | Hold |
392
| – | – | ﹤0.01% | 1238 |
|
|
2019
Q4 | $8K | Hold |
392
| – | – | ﹤0.01% | 1202 |
|
|
2019
Q3 | $7K | Buy |
+392
| New | +$7.31K | ﹤0.01% | 1212 |
|
Other funds holding PIPR
GKIM