Greenwich Wealth Management’s Piper Sandler PIPR Stock Holding History

Greenwich Wealth Management’s Portfolio PIPR Stock Details PIPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31.9M	Sell	416,769 -31	-0%	-$2.54K	1.3%	8
2025 Q4	$35.4M	Sell	416,800 -44	-0%	-$3.72K	1.58%	9
2025 Q3	$36.2M	Buy	416,844 +44	+0%	+$3.59K	1.8%	7
2025 Q2	$29M	Buy	416,800 +335,884	+415%	+$20.9M	1.41%	11
2025 Q1	$5.01M	Buy	80,916 +320	+0.4%	+$22.9K	0.38%	39
2024 Q4	$6.04M	Buy	80,596 +68	+0.1%	+$5.29K	0.43%	37
2024 Q3	$5.71M	Hold	80,528	–	–	0.39%	36
2024 Q2	$4.63M	Hold	80,528	–	–	0.34%	42
2024 Q1	$4M	Hold	80,528	–	–	0.32%	46
2023 Q4	$3.52M	Hold	80,528	–	–	0.35%	45
2023 Q3	$2.92M	Hold	80,528	–	–	0.31%	47
2023 Q2	$2.6M	Sell	80,528 -92	-0.1%	-$3.04K	0.27%	57
2023 Q1	$2.79M	Sell	80,620 -1,740	-2%	-$62K	0.3%	52
2022 Q4	$2.68M	Buy	82,360 +1,832	+2%	+$59.8K	0.3%	51
2022 Q3	$2.11M	Sell	80,528 -4	-0%	-$116	0.22%	62
2022 Q2	$2.28M	Buy	80,532 +4	+0%	+$121	0.3%	59
2022 Q1	$2.64M	Hold	80,528	–	–	0.27%	59
2021 Q4	$3.59M	Hold	80,528	–	–	0.29%	44
2021 Q3	$2.79M	Sell	80,528 -10,400	-11%	-$348K	0.23%	53
2021 Q2	$2.94M	Sell	90,928 -29,600	-25%	-$907K	0.25%	50
2021 Q1	$3.3M	Buy	120,528 +39,996	+50%	+$1.06M	0.26%	44
2020 Q4	$2.03M	Sell	80,532 -153,360	-66%	-$3.48M	0.18%	66
2020 Q3	$4.27M	Hold	233,892	–	–	0.76%	23
2020 Q2	$3.46M	Hold	233,892	–	–	0.66%	30
2020 Q1	$2.96M	Hold	233,892	–	–	0.63%	33
2019 Q4	$4.67M	Buy	233,892 +4	+0%	+$77	0.94%	24
2019 Q3	$4.41M	Sell	233,888 -4	-0%	-$75	0.86%	25
2019 Q2	$4.34M	Buy	233,892 +4	+0%	+$76	0.75%	26
2019 Q1	$4.26M	Hold	233,888	–	–	0.75%	27
2018 Q4	$3.85M	Hold	233,888	–	–	0.77%	28
2018 Q3	$4.46M	Hold	233,888	–	–	0.78%	27
2018 Q2	$4.49M	Hold	233,888	–	–	0.8%	26
2018 Q1	$4.86M	Hold	233,888	–	–	0.76%	23
2017 Q4	$5.04M	Sell	233,888 -4,640	-2%	-$83.6K	0.84%	23
2017 Q3	$3.54M	Sell	238,528 -20,128	-8%	-$297K	0.61%	32
2017 Q2	$3.88M	Hold	258,656	–	–	0.65%	32
2017 Q1	$4.13M	Hold	258,656	–	–	0.55%	28
2016 Q4	$4.69M	Hold	258,656	–	–	0.59%	21
2016 Q3	$3.12M	Hold	258,656	–	–	0.55%	36
2016 Q2	$2.44M	Hold	258,656	–	–	0.59%	39
2016 Q1	$3.21M	Sell	258,656 -67,104	-21%	-$680K	0.83%	27
2015 Q4	$3.29M	Sell	325,760 -45,200	-12%	-$433K	0.81%	30
2015 Q3	$3.35M	Sell	370,960 -317,840	-46%	-$3.26M	0.81%	38
2015 Q2	$7.51M	Hold	688,800	–	–	0.96%	39
2015 Q1	$9.03M	Hold	688,800	–	–	1.02%	37
2014 Q4	$10M	Hold	688,800	–	–	0.66%	37
2014 Q3	$9M	Hold	688,800	–	–	0.61%	41
2014 Q2	$8.91M	Hold	688,800	–	–	0.59%	48
2014 Q1	$7.89M	Hold	688,800	–	–	0.55%	51
2013 Q4	$6.81M	Sell	688,800 -439,200	-39%	-$4M	0.69%	56
2013 Q3	$9.67M	Sell	1,128,000 -160,800	-12%	-$1.35M	0.69%	38
2013 Q2	$10.2M	Buy	+1,288,800	New	+$10.8M	0.75%	35