Banque Pictet & Cie’s Principal Financial Group PFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-20,081
Closed -$1.45M 422
2023
Q3
$1.45M Sell
20,081
-10,294
-34% -$742K 0.02% 230
2023
Q2
$2.3M Buy
30,375
+13,875
+84% +$1.05M 0.02% 232
2023
Q1
$1.23M Sell
16,500
-5,563
-25% -$413K 0.01% 343
2022
Q4
$1.85M Sell
22,063
-1,042
-5% -$87.4K 0.02% 299
2022
Q3
$1.67M Buy
+23,105
New +$1.67M 0.02% 317