Parcion Private Wealth’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 | $379K | Buy |
1,362
+2
| +0.1% | +$556 | 0.03% | 207 |
|
|
2025
Q1 | $337K | Hold |
1,360
| – | – | 0.03% | 203 |
|
|
2024
Q4 | $408K | Hold |
1,360
| – | – | 0.03% | 170 |
|
|
2024
Q3 | $386K | Hold |
1,360
| – | – | 0.03% | 177 |
|
|
2024
Q2 | $313K | Hold |
1,360
| – | – | 0.03% | 165 |
|
|
2024
Q1 | $270K | Sell |
1,360
-11
| -0.8% | -$2.18K | 0.02% | 170 |
|
|
2023
Q4 | $240K | Buy |
+1,371
| New | +$240K | 0.02% | 177 |
|
|
2022
Q1 | – | Sell |
-1,361
| Closed | -$228K | – | 200 |
|
|
2021
Q4 | $228K | Hold |
1,361
| – | – | 0.02% | 181 |
|
|
2021
Q3 | $215K | Buy |
+1,361
| New | +$215K | 0.02% | 189 |
|