Cherry Tree Wealth Management’s Principal Financial Group PFG Stock Holding History

Cherry Tree Wealth Management’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$636	Hold
2025 Q1	$675	Hold
2024 Q4	$620	Hold
2024 Q3	$688	Hold
2024 Q2	$628	Hold
2024 Q1	$691	Hold
2023 Q4	$630	Hold
2023 Q3	$577	Hold
2023 Q2	$607	Buy