Prestige Wealth Management Group’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	–	Sell	-76	Closed	-$6.46K	–	1160
2025 Q4	$6.46K	Hold	76	–	–	﹤0.01%	524
2025 Q3	$6.59K	Hold	76	–	–	﹤0.01%	517
2025 Q2	$5.28K	Hold	76	–	–	﹤0.01%	554
2025 Q1	$4.71K	Hold	76	–	–	﹤0.01%	575
2024 Q4	$5.7K	Hold	76	–	–	﹤0.01%	569
2024 Q3	$5.39K	Hold	76	–	–	﹤0.01%	596
2024 Q2	$4.37K	Hold	76	–	–	﹤0.01%	579
2024 Q1	$3.77K	Hold	76	–	–	﹤0.01%	632
2023 Q4	$3.32K	Hold	76	–	–	﹤0.01%	665
2023 Q3	$2.76K	Hold	76	–	–	﹤0.01%	682
2023 Q2	$2.46K	Hold	76	–	–	﹤0.01%	723
2023 Q1	$2.63K	Sell	76 -88	-54%	-$3.14K	﹤0.01%	695
2022 Q4	$5.34K	Buy	164 +88	+116%	+$2.87K	﹤0.01%	600
2022 Q3	$2K	Hold	76	–	–	﹤0.01%	765
2022 Q2	$2K	Hold	76	–	–	﹤0.01%	776
2022 Q1	$2K	Hold	76	–	–	﹤0.01%	797
2021 Q4	$3K	Hold	76	–	–	﹤0.01%	738
2021 Q3	$3K	Hold	76	–	–	﹤0.01%	749
2021 Q2	$2K	Hold	76	–	–	﹤0.01%	813
2021 Q1	$2K	Hold	76	–	–	﹤0.01%	809
2020 Q4	$2K	Hold	76	–	–	﹤0.01%	776
2020 Q3	$1K	Hold	76	–	–	﹤0.01%	821
2020 Q2	$1K	Hold	76	–	–	﹤0.01%	824
2020 Q1	$1K	Buy	+76	New	+$1.35K	﹤0.01%	818
2019 Q1	–	Sell	-76	Closed	-$1K	–	961
2018 Q4	$1K	Buy	+76	New	+$1.32K	﹤0.01%	1098