AWM
Adams Wealth Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $902K | Sell |
10,688
-196
| -2% | -$16.5K | 0.18% | 74 |
|
|
2024
Q4 | $842K | Buy |
10,884
+1,358
| +14% | +$105K | 0.16% | 70 |
|
|
2024
Q3 | $818K | Sell |
9,526
-62
| -0.6% | -$5.33K | 0.18% | 68 |
|
|
2024
Q2 | $752K | Sell |
9,588
-2,643
| -22% | -$207K | 0.17% | 64 |
|
|
2024
Q1 | $1.06M | Sell |
12,231
-533
| -4% | -$46K | 0.26% | 58 |
|
|
2023
Q4 | $1M | Sell |
12,764
-476
| -4% | -$37.4K | 0.3% | 58 |
|
|
2023
Q3 | $954K | Sell |
13,240
-315
| -2% | -$22.7K | 0.32% | 54 |
|
|
2023
Q2 | $1.03M | Buy |
13,555
+351
| +3% | +$26.6K | 0.32% | 56 |
|
|
2023
Q1 | $981K | Buy |
13,204
+1,565
| +13% | +$116K | 0.32% | 59 |
|
|
2022
Q4 | $977K | Buy |
11,639
+307
| +3% | +$25.8K | 0.35% | 35 |
|
|
2022
Q3 | $818K | Sell |
11,332
-684
| -6% | -$49.4K | 0.31% | 33 |
|
|
2022
Q2 | $803K | Sell |
12,016
-277
| -2% | -$18.5K | 0.3% | 27 |
|
|
2022
Q1 | $902K | Sell |
12,293
-655
| -5% | -$48.1K | 0.3% | 25 |
|
|
2021
Q4 | $937K | Sell |
12,948
-1,412
| -10% | -$102K | 0.28% | 25 |
|
|
2021
Q3 | $925K | Sell |
14,360
-1,825
| -11% | -$118K | 0.35% | 22 |
|
|
2021
Q2 | $1.02M | Sell |
16,185
-698
| -4% | -$44.1K | 0.44% | 26 |
|
|
2021
Q1 | $1.01M | Sell |
16,883
-1,180
| -7% | -$70.7K | 0.47% | 22 |
|
|
2020
Q4 | $896K | Sell |
18,063
-1,046
| -5% | -$51.9K | 0.56% | 25 |
|
|
2020
Q3 | $770K | Sell |
19,109
-916
| -5% | -$36.9K | 0.6% | 28 |
|
|
2020
Q2 | $832K | Buy |
20,025
+4,338
| +28% | +$180K | 0.85% | 17 |
|
|
2020
Q1 | $492K | Buy |
15,687
+2,229
| +17% | +$69.9K | 0.62% | 37 |
|
|
2019
Q4 | $740K | Buy |
+13,458
| New | +$740K | 0.62% | 49 |
|