CWP
Concord Wealth Partners’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6K | Hold |
310
| – | – | ﹤0.01% | 443 |
|
|
2025
Q1 | $26.2K | Hold |
310
| – | – | ﹤0.01% | 402 |
|
|
2024
Q4 | $24K | Sell |
310
-2,800
| -90% | -$217K | ﹤0.01% | 430 |
|
|
2024
Q3 | $267K | Buy |
3,110
+2,773
| +823% | +$238K | 0.04% | 182 |
|
|
2024
Q2 | $26.4K | Sell |
337
-2,800
| -89% | -$220K | ﹤0.01% | 389 |
|
|
2024
Q1 | $271K | Buy |
3,137
+2,583
| +466% | +$223K | 0.05% | 180 |
|
|
2023
Q4 | $43.6K | Sell |
554
-2,800
| -83% | -$220K | 0.01% | 376 |
|
|
2023
Q3 | $242K | Hold |
3,354
| – | – | 0.05% | 178 |
|
|
2023
Q2 | $254K | Buy |
3,354
+137
| +4% | +$10.4K | 0.05% | 173 |
|
|
2023
Q1 | $239K | Sell |
3,217
-829
| -20% | -$61.6K | 0.07% | 142 |
|
|
2022
Q4 | $340K | Sell |
4,046
-592
| -13% | -$49.7K | 0.1% | 114 |
|
|
2022
Q3 | $335K | Sell |
4,638
-430
| -8% | -$31.1K | 0.11% | 119 |
|
|
2022
Q2 | $338K | Buy |
5,068
+317
| +7% | +$21.1K | 0.09% | 126 |
|
|
2022
Q1 | $349K | Buy |
4,751
+145
| +3% | +$10.7K | 0.09% | 126 |
|
|
2021
Q4 | $333K | Buy |
4,606
+1,275
| +38% | +$92.2K | 0.08% | 131 |
|
|
2021
Q3 | $215K | Sell |
3,331
-588
| -15% | -$38K | 0.09% | 85 |
|
|
2021
Q2 | $248K | Buy |
3,919
+854
| +28% | +$54K | 0.07% | 117 |
|
|
2021
Q1 | $184K | Buy |
3,065
+65
| +2% | +$3.9K | 0.06% | 140 |
|
|
2020
Q4 | $149K | Buy |
+3,000
| New | +$149K | 0.11% | 96 |
|