Heritage Wealth Management (Ohio)’s Piper Sandler PIPR Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio PIPR Stock Details PIPR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$471K	Buy
2025 Q3	$424K	Hold
2025 Q2	$339K	Hold
2025 Q1	$302K	Sell
2024 Q4	$367K	Hold
2024 Q3	$347K	Hold
2024 Q2	$284K	Buy