BWAM
Boyd Watterson Asset Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.13K | Sell |
115
-138
| -55% | -$11K | ﹤0.01% | 291 |
|
|
2025
Q1 | $21.3K | Sell |
253
-130
| -34% | -$11K | 0.01% | 251 |
|
|
2024
Q4 | $29.6K | Hold |
383
| – | – | 0.01% | 228 |
|
|
2024
Q3 | $32.9K | Sell |
383
-32
| -8% | -$2.75K | 0.01% | 215 |
|
|
2024
Q2 | $32.6K | Hold |
415
| – | – | 0.01% | 215 |
|
|
2024
Q1 | $35.8K | Hold |
415
| – | – | 0.01% | 205 |
|
|
2023
Q4 | $32.6K | Hold |
415
| – | – | 0.01% | 213 |
|
|
2023
Q3 | $29.9K | Hold |
415
| – | – | 0.01% | 215 |
|
|
2023
Q2 | $31.5K | Hold |
415
| – | – | 0.01% | 215 |
|
|
2023
Q1 | $30.8K | Hold |
415
| – | – | 0.01% | 222 |
|
|
2022
Q4 | $34.8K | Buy |
+415
| New | +$34.8K | 0.01% | 210 |
|