West Oak Capital’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	$417	Hold	150	–	–	0.02%	173
2025 Q1	$371	Hold	150	–	–	0.01%	189
2024 Q4	$450K	Sell	150 -50	-25%	-$150K	0.02%	185
2024 Q3	$568	Hold	200	–	–	0.01%	177
2024 Q2	$46K	Hold	200	–	–	0.02%	186
2024 Q1	$40K	Hold	200	–	–	0.02%	182
2023 Q4	$33K	Buy	+200	New	+$33K	0.02%	190
2019 Q3	–	Sell	-17	Closed	-$1K	–	319
2019 Q2	$1K	Hold	17	–	–	﹤0.01%	309
2019 Q1	$1K	Hold	17	–	–	﹤0.01%	306
2018 Q4	$1.12K	Hold	17	–	–	﹤0.01%	320
2018 Q3	$1.3K	Hold	17	–	–	﹤0.01%	346
2018 Q2	$1.31K	Hold	17	–	–	﹤0.01%	316
2018 Q1	$1.41K	Hold	17	–	–	﹤0.01%	322
2017 Q4	$1.47K	Hold	17	–	–	﹤0.01%	282
2017 Q3	$1.01K	Hold	17	–	–	﹤0.01%	321
2017 Q2	$1.02K	Hold	17	–	–	﹤0.01%	335
2017 Q1	$1.09K	Hold	17	–	–	﹤0.01%	358
2016 Q4	$1.23K	Hold	17	–	–	﹤0.01%	329
2016 Q3	$821	Hold	17	–	–	﹤0.01%	363
2016 Q2	$641	Hold	17	–	–	﹤0.01%	325
2016 Q1	$843	Hold	17	–	–	﹤0.01%	259
2015 Q4	$687	Hold	17	–	–	﹤0.01%	271
2015 Q3	$615	Hold	17	–	–	﹤0.01%	278
2015 Q2	$742	Hold	17	–	–	﹤0.01%	292
2015 Q1	$892	Hold	17	–	–	﹤0.01%	287
2014 Q4	$988	Hold	17	–	–	﹤0.01%	295
2014 Q3	$888	Hold	17	–	–	﹤0.01%	285
2014 Q2	$880	Hold	17	–	–	﹤0.01%	278
2014 Q1	$779	Hold	17	–	–	﹤0.01%	279
2013 Q4	$672	Hold	17	–	–	﹤0.01%	280
2013 Q3	$583	Hold	17	–	–	﹤0.01%	281
2013 Q2	$537	Buy	+17	New	+$537	﹤0.01%	280