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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$424K	Hold
2025 Q2	$339K	Hold
2025 Q1	$302K	Sell
2024 Q4	$367K	Hold
2024 Q3	$347K	Hold
2024 Q2	$284K	Buy