GWM
Greenwich Wealth Management’s Piper Sandler PIPR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $29M | Buy |
104,200
+83,971
| +415% | +$23.3M | 1.41% | 11 |
|
2025
Q1 | $5.01M | Buy |
20,229
+80
| +0.4% | +$19.8K | 0.38% | 39 |
|
2024
Q4 | $6.04M | Buy |
20,149
+17
| +0.1% | +$5.1K | 0.43% | 37 |
|
2024
Q3 | $5.71M | Hold |
20,132
| – | – | 0.39% | 36 |
|
2024
Q2 | $4.63M | Hold |
20,132
| – | – | 0.34% | 42 |
|
2024
Q1 | $4M | Hold |
20,132
| – | – | 0.32% | 46 |
|
2023
Q4 | $3.52M | Hold |
20,132
| – | – | 0.35% | 45 |
|
2023
Q3 | $2.93M | Hold |
20,132
| – | – | 0.31% | 47 |
|
2023
Q2 | $2.6M | Sell |
20,132
-23
| -0.1% | -$2.97K | 0.27% | 57 |
|
2023
Q1 | $2.79M | Sell |
20,155
-435
| -2% | -$60.3K | 0.3% | 52 |
|
2022
Q4 | $2.68M | Buy |
20,590
+458
| +2% | +$59.6K | 0.3% | 51 |
|
2022
Q3 | $2.11M | Sell |
20,132
-1
| -0% | -$105 | 0.22% | 62 |
|
2022
Q2 | $2.28M | Buy |
20,133
+1
| +0% | +$113 | 0.3% | 59 |
|
2022
Q1 | $2.64M | Hold |
20,132
| – | – | 0.27% | 59 |
|
2021
Q4 | $3.59M | Hold |
20,132
| – | – | 0.29% | 44 |
|
2021
Q3 | $2.79M | Sell |
20,132
-2,600
| -11% | -$360K | 0.23% | 53 |
|
2021
Q2 | $2.95M | Sell |
22,732
-7,400
| -25% | -$959K | 0.25% | 50 |
|
2021
Q1 | $3.3M | Buy |
30,132
+9,999
| +50% | +$1.1M | 0.26% | 44 |
|
2020
Q4 | $2.03M | Sell |
20,133
-38,340
| -66% | -$3.87M | 0.18% | 66 |
|
2020
Q3 | $4.27M | Hold |
58,473
| – | – | 0.76% | 23 |
|
2020
Q2 | $3.46M | Hold |
58,473
| – | – | 0.66% | 30 |
|
2020
Q1 | $2.96M | Hold |
58,473
| – | – | 0.63% | 33 |
|
2019
Q4 | $4.67M | Buy |
58,473
+1
| +0% | +$80 | 0.94% | 24 |
|
2019
Q3 | $4.41M | Sell |
58,472
-1
| -0% | -$75 | 0.86% | 25 |
|
2019
Q2 | $4.34M | Buy |
58,473
+1
| +0% | +$74 | 0.75% | 26 |
|
2019
Q1 | $4.26M | Hold |
58,472
| – | – | 0.75% | 27 |
|
2018
Q4 | $3.85M | Hold |
58,472
| – | – | 0.77% | 28 |
|
2018
Q3 | $4.46M | Hold |
58,472
| – | – | 0.78% | 27 |
|
2018
Q2 | $4.49M | Hold |
58,472
| – | – | 0.8% | 26 |
|
2018
Q1 | $4.86M | Hold |
58,472
| – | – | 0.76% | 23 |
|
2017
Q4 | $5.04M | Sell |
58,472
-1,160
| -2% | -$100K | 0.84% | 23 |
|
2017
Q3 | $3.54M | Sell |
59,632
-5,032
| -8% | -$299K | 0.61% | 32 |
|
2017
Q2 | $3.88M | Hold |
64,664
| – | – | 0.65% | 32 |
|
2017
Q1 | $4.13M | Hold |
64,664
| – | – | 0.55% | 28 |
|
2016
Q4 | $4.69M | Hold |
64,664
| – | – | 0.59% | 21 |
|
2016
Q3 | $3.12M | Hold |
64,664
| – | – | 0.55% | 36 |
|
2016
Q2 | $2.44M | Hold |
64,664
| – | – | 0.59% | 39 |
|
2016
Q1 | $3.21M | Sell |
64,664
-16,776
| -21% | -$831K | 0.83% | 27 |
|
2015
Q4 | $3.29M | Sell |
81,440
-11,300
| -12% | -$456K | 0.81% | 30 |
|
2015
Q3 | $3.35M | Sell |
92,740
-79,460
| -46% | -$2.87M | 0.81% | 38 |
|
2015
Q2 | $7.52M | Hold |
172,200
| – | – | 0.96% | 39 |
|
2015
Q1 | $9.03M | Hold |
172,200
| – | – | 1.02% | 37 |
|
2014
Q4 | $10M | Hold |
172,200
| – | – | 0.66% | 37 |
|
2014
Q3 | $9M | Hold |
172,200
| – | – | 0.61% | 41 |
|
2014
Q2 | $8.92M | Hold |
172,200
| – | – | 0.59% | 48 |
|
2014
Q1 | $7.89M | Hold |
172,200
| – | – | 0.55% | 51 |
|
2013
Q4 | $6.81M | Sell |
172,200
-109,800
| -39% | -$4.34M | 0.69% | 56 |
|
2013
Q3 | $9.67M | Sell |
282,000
-40,200
| -12% | -$1.38M | 0.69% | 38 |
|
2013
Q2 | $10.2M | Buy |
+322,200
| New | +$10.2M | 0.75% | 35 |
|