Truepoint Inc’s Piper Sandler PIPR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$540K Hold
2025
Q1
$481K Hold
2024
Q4
$583K Hold
2024
Q3
$552K Hold
2024
Q2
$447K Hold
2024
Q1
$386K Hold
2023
Q4
$340K Buy
2023
Q3
$282K Buy
2023
Q2
$251K Buy
2023
Q1
$269K Hold
2022
Q4
$253K Hold
2022
Q3
$203K Hold
2022
Q2
$220K Hold
2022
Q1
$255K Hold
2021
Q4
$346K Buy