Carson Wealth (CWM LLC)’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
15,181
-3,829
| -20% | -$304K | ﹤0.01% | 1162 |
|
|
2025
Q1 | $1.6M | Buy |
19,010
+6,017
| +46% | +$508K | 0.01% | 908 |
|
|
2024
Q4 | $1.01M | Buy |
12,993
+583
| +5% | +$45.1K | ﹤0.01% | 1081 |
|
|
2024
Q3 | $1.07M | Buy |
12,410
+1,125
| +10% | +$96.6K | ﹤0.01% | 990 |
|
|
2024
Q2 | $885K | Buy |
11,285
+763
| +7% | +$59.8K | ﹤0.01% | 959 |
|
|
2024
Q1 | $908K | Sell |
10,522
-1,419
| -12% | -$122K | ﹤0.01% | 901 |
|
|
2023
Q4 | $939K | Buy |
11,941
+1,606
| +16% | +$126K | 0.01% | 830 |
|
|
2023
Q3 | $745K | Buy |
10,335
+551
| +6% | +$39.7K | ﹤0.01% | 847 |
|
|
2023
Q2 | $742K | Sell |
9,784
-401
| -4% | -$30.4K | ﹤0.01% | 810 |
|
|
2023
Q1 | $757K | Buy |
10,185
+763
| +8% | +$56.7K | 0.01% | 747 |
|
|
2022
Q4 | $791K | Sell |
9,422
-745
| -7% | -$62.5K | 0.01% | 678 |
|
|
2022
Q3 | $734K | Buy |
10,167
+92
| +0.9% | +$6.64K | 0.01% | 635 |
|
|
2022
Q2 | $673K | Buy |
10,075
+630
| +7% | +$42.1K | 0.01% | 662 |
|
|
2022
Q1 | $693K | Buy |
9,445
+1,669
| +21% | +$122K | ﹤0.01% | 642 |
|
|
2021
Q4 | $562K | Buy |
+7,776
| New | +$562K | ﹤0.01% | 693 |
|
|
2021
Q2 | $380K | Hold |
6,008
| – | – | ﹤0.01% | 728 |
|
|
2021
Q1 | $380K | Hold |
6,008
| – | – | ﹤0.01% | 728 |
|
|
2020
Q4 | $380K | Hold |
6,008
| – | – | ﹤0.01% | 728 |
|
|
2020
Q3 | $380K | Hold |
6,008
| – | – | ﹤0.01% | 728 |
|
|
2020
Q2 | $380K | Hold |
6,008
| – | – | ﹤0.01% | 728 |
|
|
2020
Q1 | $380K | Hold |
6,008
| – | – | ﹤0.01% | 728 |
|
|
2019
Q4 | $380K | Hold |
6,008
| – | – | ﹤0.01% | 728 |
|
|
2019
Q3 | $380K | Hold |
6,008
| – | – | ﹤0.01% | 728 |
|
|
2019
Q2 | $380K | Hold |
6,008
| – | – | ﹤0.01% | 728 |
|
|
2019
Q1 | $380K | Buy |
6,008
+5,353
| +817% | +$339K | ﹤0.01% | 728 |
|
|
2018
Q4 | $29K | Sell |
655
-82
| -11% | -$3.63K | ﹤0.01% | 1028 |
|
|
2018
Q3 | $43K | Sell |
737
-181
| -20% | -$10.6K | ﹤0.01% | 779 |
|
|
2018
Q2 | $49K | Buy |
+918
| New | +$49K | ﹤0.01% | 631 |
|
|
2014
Q1 | – | Sell |
-719
| Closed | -$35K | – | 360 |
|
|
2013
Q4 | $35K | Buy |
719
+250
| +53% | +$12.2K | 0.01% | 283 |
|
|
2013
Q3 | $20K | Buy |
+469
| New | +$20K | 0.01% | 268 |
|