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

Cornerstone 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 Q3	$424K	Buy
2025 Q2	$369K	Buy
2025 Q1	$202K	Buy
2018 Q4	–	Sell
2018 Q3	$1.21M	Buy
2018 Q2	$803K	Buy