Boyd Watterson Asset 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
Q2 | $9.13K | Sell |
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|
2025
Q1 | $21.3K | Sell |
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|
2024
Q4 | $29.6K | Hold |
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|
2024
Q3 | $32.9K | Sell |
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|
2024
Q2 | $32.6K | Hold |
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|
2024
Q1 | $35.8K | Hold |
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|
2023
Q4 | $32.6K | Hold |
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|
2023
Q3 | $29.9K | Hold |
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|
2023
Q2 | $31.5K | Hold |
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|
2023
Q1 | $30.8K | Hold |
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|
2022
Q4 | $34.8K | Buy |
|