Pathstone Holdings’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
$322K Sell
1,159
-1,053
-48% -$293K ﹤0.01% 1901
2025
Q1
$548K Buy
2,212
+531
+32% +$132K ﹤0.01% 1678
2024
Q4
$504K Sell
1,681
-78
-4% -$23.4K ﹤0.01% 1715
2024
Q3
$499K Buy
1,759
+17
+1% +$4.83K ﹤0.01% 1721
2024
Q2
$401K Buy
1,742
+72
+4% +$16.6K ﹤0.01% 1802
2024
Q1
$331K Buy
1,670
+150
+10% +$29.8K ﹤0.01% 1880
2023
Q4
$266K Buy
+1,520
New +$266K ﹤0.01% 1906