Parcion Private Wealth’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	$428K	Buy	5,592 +104	+2%	+$8.53K	0.03%	269
2025 Q4	$466K	Buy	5,488 +28	+0.5%	+$2.37K	0.03%	246
2025 Q3	$474K	Buy	5,460 +12	+0.2%	+$979	0.03%	199
2025 Q2	$379K	Buy	5,448 +8	+0.1%	+$498	0.03%	207
2025 Q1	$337K	Hold	5,440	–	–	0.03%	203
2024 Q4	$408K	Hold	5,440	–	–	0.03%	171
2024 Q3	$386K	Hold	5,440	–	–	0.03%	177
2024 Q2	$313K	Hold	5,440	–	–	0.03%	165
2024 Q1	$270K	Sell	5,440 -44	-0.8%	-$2.01K	0.02%	170
2023 Q4	$240K	Buy	+5,484	New	+$209K	0.02%	177
2022 Q1	–	Sell	-5,444	Closed	-$228K	–	201
2021 Q4	$228K	Hold	5,444	–	–	0.02%	181
2021 Q3	$215K	Buy	+5,444	New	+$182K	0.02%	189