Kesler Norman & Wride’s Piper Sandler PIPR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,986
Closed -$740K 227
2025
Q1
$740K Buy
2,986
+477
+19% +$118K 0.14% 157
2024
Q4
$753K Buy
2,509
+858
+52% +$257K 0.16% 135
2024
Q3
$469K Buy
+1,651
New +$469K 0.09% 173