BA
Bridgewater Associates’s Principal Financial Group PFG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $35.9M | Sell |
451,548
-2,888
| -0.6% | -$229K | 0.14% | 114 |
|
2025
Q1 | $38.3M | Buy |
454,436
+200,684
| +79% | +$16.9M | 0.18% | 109 |
|
2024
Q4 | $19.6M | Buy |
253,752
+69,669
| +38% | +$5.39M | 0.09% | 171 |
|
2024
Q3 | $15.8M | Buy |
184,083
+85,575
| +87% | +$7.35M | 0.09% | 188 |
|
2024
Q2 | $7.73M | Buy |
98,508
+1,632
| +2% | +$128K | 0.04% | 286 |
|
2024
Q1 | $8.36M | Buy |
96,876
+91,229
| +1,616% | +$7.87M | 0.04% | 290 |
|
2023
Q4 | $444K | Sell |
5,647
-15,983
| -74% | -$1.26M | ﹤0.01% | 709 |
|
2023
Q3 | $1.56M | Buy |
21,630
+8,015
| +59% | +$578K | 0.01% | 538 |
|
2023
Q2 | $1.03M | Buy |
+13,615
| New | +$1.03M | 0.01% | 570 |
|
2023
Q1 | – | Sell |
-58,518
| Closed | -$4.91M | – | 854 |
|
2022
Q4 | $4.91M | Buy |
58,518
+21,970
| +60% | +$1.84M | 0.03% | 364 |
|
2022
Q3 | $2.64M | Buy |
36,548
+16,506
| +82% | +$1.19M | 0.01% | 502 |
|
2022
Q2 | $1.34M | Sell |
20,042
-8,218
| -29% | -$549K | 0.01% | 752 |
|
2022
Q1 | $2.08M | Sell |
28,260
-18,917
| -40% | -$1.39M | 0.01% | 677 |
|
2021
Q4 | $3.41M | Sell |
47,177
-60,088
| -56% | -$4.35M | 0.02% | 379 |
|
2021
Q3 | $6.91M | Buy |
107,265
+13,754
| +15% | +$886K | 0.04% | 248 |
|
2021
Q2 | $5.91M | Buy |
93,511
+7,815
| +9% | +$494K | 0.04% | 304 |
|
2021
Q1 | $5.14M | Buy |
85,696
+40,713
| +91% | +$2.44M | 0.05% | 223 |
|
2020
Q4 | $2.23M | Buy |
+44,983
| New | +$2.23M | 0.02% | 290 |
|
2020
Q1 | – | Sell |
-57,469
| Closed | -$3.16M | – | 550 |
|
2019
Q4 | $3.16M | Buy |
+57,469
| New | +$3.16M | 0.03% | 149 |
|
2018
Q2 | – | Sell |
-16,622
| Closed | -$1.01M | – | 512 |
|
2018
Q1 | $1.01M | Buy |
+16,622
| New | +$1.01M | 0.01% | 264 |
|
2016
Q3 | – | Sell |
-26,900
| Closed | -$1.11M | – | 381 |
|
2016
Q2 | $1.11M | Buy |
26,900
+18,600
| +224% | +$765K | 0.01% | 232 |
|
2016
Q1 | $327K | Buy |
+8,300
| New | +$327K | ﹤0.01% | 249 |
|
2013
Q3 | – | Sell |
-6,600
| Closed | -$247K | – | 384 |
|
2013
Q2 | $247K | Buy |
+6,600
| New | +$247K | ﹤0.01% | 307 |
|