TI
Truepoint Inc’s Piper Sandler PIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Hold |
1,944
| – | – | 0.01% | 98 |
|
|
2025
Q1 | $481K | Hold |
1,944
| – | – | 0.01% | 97 |
|
|
2024
Q4 | $583K | Hold |
1,944
| – | – | 0.02% | 84 |
|
|
2024
Q3 | $552K | Hold |
1,944
| – | – | 0.01% | 85 |
|
|
2024
Q2 | $447K | Hold |
1,944
| – | – | 0.01% | 89 |
|
|
2024
Q1 | $386K | Hold |
1,944
| – | – | 0.01% | 97 |
|
|
2023
Q4 | $340K | Buy |
1,944
+1
| +0.1% | +$175 | 0.01% | 155 |
|
|
2023
Q3 | $282K | Buy |
1,943
+1
| +0.1% | +$145 | 0.01% | 156 |
|
|
2023
Q2 | $251K | Buy |
1,942
+1
| +0.1% | +$129 | 0.01% | 133 |
|
|
2023
Q1 | $269K | Hold |
1,941
| – | – | 0.01% | 122 |
|
|
2022
Q4 | $253K | Hold |
1,941
| – | – | 0.01% | 137 |
|
|
2022
Q3 | $203K | Hold |
1,941
| – | – | 0.01% | 146 |
|
|
2022
Q2 | $220K | Hold |
1,941
| – | – | 0.01% | 150 |
|
|
2022
Q1 | $255K | Hold |
1,941
| – | – | 0.01% | 122 |
|
|
2021
Q4 | $346K | Buy |
+1,941
| New | +$346K | 0.02% | 110 |
|