Bartlett & Co Wealth Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $350K | Buy |
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|
2025
Q2 | $331K | Buy |
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|
2025
Q1 | $351K | Hold |
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|
2024
Q4 | $322K | Hold |
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|
2024
Q3 | $357K | Hold |
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|
2024
Q2 | $326K | Hold |
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|
2024
Q1 | $359K | Hold |
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|
2023
Q4 | $329K | Hold |
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|
2023
Q3 | $299K | Hold |
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|
2023
Q2 | $315K | Buy |
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|
2023
Q1 | $160K | Sell |
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|
2022
Q4 | $192K | Hold |
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|
2022
Q3 | $165K | Hold |
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|
2022
Q2 | $153K | Hold |
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|
2022
Q1 | $168K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $124K | Sell |
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|
2021
Q2 | $122K | Hold |
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|
2021
Q1 | $116K | Hold |
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|
2020
Q4 | $96.1K | Buy |
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|
2020
Q3 | $77.5K | Hold |
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|
2020
Q2 | $79.9K | Hold |
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|
2020
Q1 | $60.3K | Hold |
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|
2019
Q4 | $106K | Hold |
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|
2019
Q3 | $110K | Buy |
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|
2019
Q2 | $104K | Hold |
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|
2019
Q1 | $89.9K | Buy |
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|
2018
Q4 | $64.1K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.52K | Buy |
|