Cornerstone Wealth Management’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$369K	Buy	4,649 +2,253	+94%	+$179K	0.02%	461
2025 Q1	$202K	Buy	+2,396	New	+$202K	0.01%	576
2018 Q4	–	Sell	-80,641	Closed	-$1.21M	–	920
2018 Q3	$1.21M	Buy	80,641 +38,194	+90%	+$574K	0.02%	653
2018 Q2	$803K	Buy	+42,447	New	+$803K	0.01%	849