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

Heritage Wealth Management (Ohio)’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$339K Hold
1,221
– – 0.11% 174
2025
Q1 		$302K Sell
1,221
-1
-0.1% -$248 0.1% 184
2024
Q4 		$367K Hold
1,222
– – 0.12% 164
2024
Q3 		$347K Hold
1,222
– – 0.11% 167
2024
Q2 		$284K Buy
+1,222
New +$284K 0.1% 184