NAM
NorthCrest Asset Manangement’s Piper Sandler PIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
4,668
-4,487
| -49% | -$1.32M | 0.04% | 266 |
|
|
2025
Q1 | $2.27M | Buy |
9,155
+5
| +0.1% | +$1.24K | 0.07% | 201 |
|
|
2024
Q4 | $2.74M | Hold |
9,150
| – | – | 0.08% | 173 |
|
|
2024
Q3 | $2.6M | Hold |
9,150
| – | – | 0.08% | 179 |
|
|
2024
Q2 | $2.11M | Hold |
9,150
| – | – | 0.07% | 193 |
|
|
2024
Q1 | $1.82M | Sell |
9,150
-200
| -2% | -$39.7K | 0.06% | 213 |
|
|
2023
Q4 | $1.64M | Sell |
9,350
-100
| -1% | -$17.5K | 0.06% | 212 |
|
|
2023
Q3 | $1.37M | Hold |
9,450
| – | – | 0.06% | 219 |
|
|
2023
Q2 | $1.22M | Hold |
9,450
| – | – | 0.05% | 235 |
|
|
2023
Q1 | $1.31M | Buy |
9,450
+250
| +3% | +$34.7K | 0.05% | 221 |
|
|
2022
Q4 | $1.2M | Buy |
9,200
+100
| +1% | +$13K | 0.07% | 163 |
|
|
2022
Q3 | $953K | Hold |
9,100
| – | – | 0.05% | 212 |
|
|
2022
Q2 | $1.03M | Hold |
9,100
| – | – | 0.05% | 209 |
|
|
2022
Q1 | $1.19M | Buy |
9,100
+100
| +1% | +$13.1K | 0.06% | 181 |
|
|
2021
Q4 | $1.61M | Buy |
+9,000
| New | +$1.61M | 0.09% | 174 |
|