Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.19M | Buy |
46,458
+2,972
| +7% | +$272K | 0.01% | 887 |
|
|
2025
Q4 | $3.84M | Buy |
43,486
+20,771
| +91% | +$1.75M | 0.01% | 881 |
|
|
2025
Q3 | $1.88M | Buy |
22,715
+7,534
| +50% | +$602K | 0.01% | 1113 |
|
|
2025
Q2 | $1.21M | Sell |
15,181
-3,829
| -20% | -$294K | ﹤0.01% | 1163 |
|
|
2025
Q1 | $1.6M | Buy |
19,010
+6,017
| +46% | +$500K | 0.01% | 908 |
|
|
2024
Q4 | $1.01M | Buy |
12,993
+583
| +5% | +$49.1K | ﹤0.01% | 1082 |
|
|
2024
Q3 | $1.07M | Buy |
12,410
+1,125
| +10% | +$90.9K | ﹤0.01% | 991 |
|
|
2024
Q2 | $885K | Buy |
11,285
+763
| +7% | +$62K | ﹤0.01% | 960 |
|
|
2024
Q1 | $908K | Sell |
10,522
-1,419
| -12% | -$114K | ﹤0.01% | 902 |
|
|
2023
Q4 | $939K | Buy |
11,941
+1,606
| +16% | +$116K | 0.01% | 831 |
|
|
2023
Q3 | $745K | Buy |
10,335
+551
| +6% | +$42.8K | ﹤0.01% | 848 |
|
|
2023
Q2 | $742K | Sell |
9,784
-401
| -4% | -$28.9K | ﹤0.01% | 811 |
|
|
2023
Q1 | $757K | Buy |
10,185
+763
| +8% | +$64.7K | 0.01% | 749 |
|
|
2022
Q4 | $791K | Sell |
9,422
-745
| -7% | -$63.9K | 0.01% | 680 |
|
|
2022
Q3 | $734K | Buy |
10,167
+92
| +0.9% | +$6.61K | 0.01% | 637 |
|
|
2022
Q2 | $673K | Buy |
10,075
+630
| +7% | +$44.3K | 0.01% | 664 |
|
|
2022
Q1 | $693K | Buy |
9,445
+1,669
| +21% | +$121K | ﹤0.01% | 644 |
|
|
2021
Q4 | $562K | Buy |
+7,776
| New | +$543K | ﹤0.01% | 695 |
|
|
2021
Q2 | $380K | Hold |
6,008
| – | – | ﹤0.01% | 730 |
|
|
2021
Q1 | $380K | Hold |
6,008
| – | – | ﹤0.01% | 730 |
|
|
2020
Q4 | $380K | Hold |
6,008
| – | – | ﹤0.01% | 730 |
|
|
2020
Q3 | $380K | Hold |
6,008
| – | – | ﹤0.01% | 730 |
|
|
2020
Q2 | $380K | Hold |
6,008
| – | – | ﹤0.01% | 730 |
|
|
2020
Q1 | $380K | Hold |
6,008
| – | – | ﹤0.01% | 730 |
|
|
2019
Q4 | $380K | Hold |
6,008
| – | – | ﹤0.01% | 730 |
|
|
2019
Q3 | $380K | Hold |
6,008
| – | – | ﹤0.01% | 730 |
|
|
2019
Q2 | $380K | Hold |
6,008
| – | – | ﹤0.01% | 730 |
|
|
2019
Q1 | $380K | Buy |
6,008
+5,353
| +817% | +$265K | ﹤0.01% | 730 |
|
|
2018
Q4 | $29K | Sell |
655
-82
| -11% | -$4.04K | ﹤0.01% | 1031 |
|
|
2018
Q3 | $43K | Sell |
737
-181
| -20% | -$10.1K | ﹤0.01% | 781 |
|
|
2018
Q2 | $49K | Buy |
+918
| New | +$53.3K | ﹤0.01% | 633 |
|
|
2014
Q1 | – | Sell |
-719
| Closed | -$35K | – | 396 |
|
|
2013
Q4 | $35K | Buy |
719
+250
| +53% | +$11.9K | 0.01% | 306 |
|
|
2013
Q3 | $20K | Buy |
+469
| New | +$19.6K | 0.01% | 268 |
|
Other funds holding PFG
NLI
VCM
VPM
