Spire Wealth Management’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	-236	Closed	-$20.1K	–	2373
2025 Q4	$20.1K	Hold	236	–	–	﹤0.01%	1484
2025 Q3	$20.5K	Hold	236	–	–	﹤0.01%	1526
2025 Q2	$16.3K	Hold	236	–	–	﹤0.01%	1583
2025 Q1	$14.5K	Buy	236 +4	+2%	+$286	﹤0.01%	1717
2024 Q4	$17.3K	Hold	232	–	–	﹤0.01%	1663
2024 Q3	$16.4K	Hold	232	–	–	﹤0.01%	1498
2024 Q2	$13.3K	Buy	232 +4	+2%	+$205	﹤0.01%	1561
2024 Q1	$11.4K	Hold	228	–	–	﹤0.01%	1675
2023 Q4	$9.7K	Hold	228	–	–	﹤0.01%	1768
2023 Q3	$8.24K	Buy	228 +4	+2%	+$145	﹤0.01%	1784
2023 Q2	$7.3K	Sell	224 -28	-11%	-$925	﹤0.01%	1900
2023 Q1	$8.77K	Sell	252 -24	-9%	-$855	﹤0.01%	1896
2022 Q4	$9K	Buy	276 +56	+25%	+$1.83K	﹤0.01%	1668
2022 Q3	$6K	Hold	220	–	–	﹤0.01%	1711
2022 Q2	$6K	Buy	220 +4	+2%	+$121	﹤0.01%	2090
2022 Q1	$7K	Buy	216 +8	+4%	+$295	﹤0.01%	2159
2021 Q4	$9K	Buy	208 +4	+2%	+$170	﹤0.01%	2423
2021 Q3	$7K	Hold	204	–	–	﹤0.01%	2205
2021 Q2	$7K	Hold	204	–	–	﹤0.01%	2243
2021 Q1	$6K	Buy	+204	New	+$5.41K	﹤0.01%	2589