Zurich Cantonal Bank’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 | $1.67M | Buy |
+21,832
| New | +$1.79M | ﹤0.01% | 1137 |
|
|
2025
Q4 | – | Sell |
-13,952
| Closed | -$1.18M | – | 3276 |
|
|
2025
Q3 | $1.21M | Buy |
13,952
+1,896
| +16% | +$155K | ﹤0.01% | 1179 |
|
|
2025
Q2 | $838K | Hold |
12,056
| – | – | ﹤0.01% | 1333 |
|
|
2025
Q1 | $746K | Sell |
12,056
-1,500
| -11% | -$107K | ﹤0.01% | 1354 |
|
|
2024
Q4 | $1.02M | Buy |
13,556
+2,308
| +21% | +$180K | ﹤0.01% | 1176 |
|
|
2024
Q3 | $798K | Hold |
11,248
| – | – | ﹤0.01% | 1248 |
|
|
2024
Q2 | $647K | Hold |
11,248
| – | – | ﹤0.01% | 1304 |
|
|
2024
Q1 | $558K | Sell |
11,248
-2,180
| -16% | -$99.6K | ﹤0.01% | 1392 |
|
|
2023
Q4 | $587K | Sell |
13,428
-640
| -5% | -$24.3K | ﹤0.01% | 1407 |
|
|
2023
Q3 | $511K | Buy |
14,068
+2,028
| +17% | +$73.3K | ﹤0.01% | 1393 |
|
|
2023
Q2 | $389K | Buy |
12,040
+3,044
| +34% | +$101K | ﹤0.01% | 1507 |
|
|
2023
Q1 | $312K | Buy |
8,996
+948
| +12% | +$33.8K | ﹤0.01% | 1601 |
|
|
2022
Q4 | $262K | Sell |
8,048
-1,424
| -15% | -$46.5K | ﹤0.01% | 1664 |
|
|
2022
Q3 | $248K | Hold |
9,472
| – | – | ﹤0.01% | 1619 |
|
|
2022
Q2 | $268K | Hold |
9,472
| – | – | ﹤0.01% | 1620 |
|
|
2022
Q1 | $311K | Hold |
9,472
| – | – | ﹤0.01% | 1632 |
|
|
2021
Q4 | $423K | Buy |
9,472
+2,456
| +35% | +$104K | ﹤0.01% | 1575 |
|
|
2021
Q3 | $243K | Hold |
7,016
| – | – | ﹤0.01% | 1790 |
|
|
2021
Q2 | $227K | Hold |
7,016
| – | – | ﹤0.01% | 1725 |
|
|
2021
Q1 | $192K | Hold |
7,016
| – | – | ﹤0.01% | 1800 |
|
|
2020
Q4 | $177K | Hold |
7,016
| – | – | ﹤0.01% | 1926 |
|
|
2020
Q3 | $128K | Buy |
7,016
+3,880
| +124% | +$66.2K | ﹤0.01% | 1870 |
|
|
2020
Q2 | $46K | Hold |
3,136
| – | – | ﹤0.01% | 2234 |
|
|
2020
Q1 | $40K | Hold |
3,136
| – | – | ﹤0.01% | 2043 |
|
|
2019
Q4 | $63K | Hold |
3,136
| – | – | ﹤0.01% | 2014 |
|
|
2019
Q3 | $59K | Hold |
3,136
| – | – | ﹤0.01% | 1923 |
|
|
2019
Q2 | $58K | Hold |
3,136
| – | – | ﹤0.01% | 1967 |
|
|
2019
Q1 | $57K | Sell |
3,136
-1,940
| -38% | -$34.4K | ﹤0.01% | 1919 |
|
|
2018
Q4 | $84K | Hold |
5,076
| – | – | ﹤0.01% | 1699 |
|
|
2018
Q3 | $97K | Hold |
5,076
| – | – | ﹤0.01% | 1726 |
|
|
2018
Q2 | $98K | Hold |
5,076
| – | – | ﹤0.01% | 1658 |
|
|
2018
Q1 | $105K | Hold |
5,076
| – | – | ﹤0.01% | 1567 |
|
|
2017
Q4 | $109K | Buy |
5,076
+1,088
| +27% | +$19.6K | ﹤0.01% | 1518 |
|
|
2017
Q3 | $59K | Hold |
3,988
| – | – | ﹤0.01% | 1698 |
|
|
2017
Q2 | $60K | Hold |
3,988
| – | – | ﹤0.01% | 1655 |
|
|
2017
Q1 | $64K | Hold |
3,988
| – | – | ﹤0.01% | 1617 |
|
|
2016
Q4 | $72K | Hold |
3,988
| – | – | ﹤0.01% | 1502 |
|
|
2016
Q3 | $48K | Buy |
3,988
+556
| +16% | +$6.05K | ﹤0.01% | 1668 |
|
|
2016
Q2 | $32K | Hold |
3,432
| – | – | ﹤0.01% | 1763 |
|
|
2016
Q1 | $43K | Hold |
3,432
| – | – | ﹤0.01% | 1508 |
|
|
2015
Q4 | $35K | Buy |
3,432
+2,512
| +273% | +$24.1K | ﹤0.01% | 1652 |
|
|
2015
Q3 | $8K | Buy |
920
+548
| +147% | +$5.63K | ﹤0.01% | 2221 |
|
|
2015
Q2 | $4K | Hold |
372
| – | – | ﹤0.01% | 2065 |
|
|
2015
Q1 | $5K | Buy |
+372
| New | +$5.05K | ﹤0.01% | 1911 |
|
Other funds holding PIPR
VPM
VCM
SIMG