Mackenzie Financial’s Piper Sandler PIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.22M | Buy |
55,080
+50,696
| +1,156% | +$4.16M | 0.01% | 714 |
|
|
2025
Q4 | $375K | Buy |
4,384
+36
| +0.8% | +$3.04K | ﹤0.01% | 1305 |
|
|
2025
Q3 | $377K | Hold |
4,348
| – | – | ﹤0.01% | 1331 |
|
|
2025
Q2 | $302K | Hold |
4,348
| – | – | ﹤0.01% | 1396 |
|
|
2025
Q1 | $269K | Hold |
4,348
| – | – | ﹤0.01% | 1417 |
|
|
2024
Q4 | $326K | Hold |
4,348
| – | – | ﹤0.01% | 1346 |
|
|
2024
Q3 | $309K | Hold |
4,348
| – | – | ﹤0.01% | 1171 |
|
|
2024
Q2 | $250K | Sell |
4,348
-6,280
| -59% | -$322K | ﹤0.01% | 1255 |
|
|
2024
Q1 | $527K | Buy |
+10,628
| New | +$486K | ﹤0.01% | 1012 |
|
|
2023
Q3 | – | Sell |
-12,028
| Closed | -$395K | – | 1560 |
|
|
2023
Q2 | $395K | Buy |
+12,028
| New | +$397K | ﹤0.01% | 1091 |
|
|
2023
Q1 | – | Sell |
-6,988
| Closed | -$227K | – | 1592 |
|
|
2022
Q4 | $227K | Sell |
6,988
-1,424
| -17% | -$46.5K | ﹤0.01% | 1194 |
|
|
2022
Q3 | $220K | Sell |
8,412
-756
| -8% | -$22K | ﹤0.01% | 1211 |
|
|
2022
Q2 | $260K | Buy |
9,168
+1,480
| +19% | +$44.7K | ﹤0.01% | 1157 |
|
|
2022
Q1 | $252K | Buy |
7,688
+1,860
| +32% | +$68.5K | ﹤0.01% | 1201 |
|
|
2021
Q4 | $260K | Sell |
5,828
-1,300
| -18% | -$55.2K | ﹤0.01% | 1214 |
|
|
2021
Q3 | $247K | Buy |
+7,128
| New | +$239K | ﹤0.01% | 1222 |
|
|
2018
Q3 | – | Sell |
-222,608
| Closed | -$4.28M | – | 1140 |
|
|
2018
Q2 | $4.28M | Sell |
222,608
-1,200
| -0.5% | -$23.5K | 0.01% | 484 |
|
|
2018
Q1 | $4.65M | Sell |
223,808
-400
| -0.2% | -$8.85K | 0.01% | 449 |
|
|
2017
Q4 | $4.83M | Buy |
+224,208
| New | +$4.04M | 0.01% | 436 |
|
|
2017
Q1 | – | Sell |
-253,292
| Closed | -$4.59M | – | 693 |
|
|
2016
Q4 | $4.59M | Sell |
253,292
-60,528
| -19% | -$955K | 0.03% | 290 |
|
|
2016
Q3 | $3.79M | Buy |
+313,820
| New | +$3.42M | 0.02% | 276 |
|
Other funds holding PIPR
VPM
VCM
SIMG