Obermeyer Wealth Partners’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 | $408K | Hold |
1,469
| – | – | 0.02% | 181 |
|
|
2025
Q1 | $364K | Hold |
1,469
| – | – | 0.02% | 180 |
|
|
2024
Q4 | $441K | Hold |
1,469
| – | – | 0.02% | 166 |
|
|
2024
Q3 | $417K | Hold |
1,469
| – | – | 0.02% | 173 |
|
|
2024
Q2 | $338K | Hold |
1,469
| – | – | 0.02% | 183 |
|
|
2024
Q1 | $292K | Hold |
1,469
| – | – | 0.02% | 195 |
|
|
2023
Q4 | $257K | Hold |
1,469
| – | – | 0.02% | 186 |
|
|
2023
Q3 | $213K | Buy |
+1,469
| New | +$213K | 0.02% | 200 |
|
|
2023
Q2 | – | Sell |
-1,469
| Closed | -$204K | – | 222 |
|
|
2023
Q1 | $204K | Buy |
+1,469
| New | +$204K | 0.02% | 205 |
|
|
2022
Q1 | – | Sell |
-1,469
| Closed | -$262K | – | 243 |
|
|
2021
Q4 | $262K | Hold |
1,469
| – | – | 0.01% | 190 |
|
|
2021
Q3 | $203K | Buy |
+1,469
| New | +$203K | 0.01% | 207 |
|