EWM
Empirical Wealth Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Sell |
4,802
-816
| -15% | -$64.8K | 0.01% | 470 |
|
|
2025
Q1 | $474K | Sell |
5,618
-433
| -7% | -$36.5K | 0.01% | 411 |
|
|
2024
Q4 | $468K | Sell |
6,051
-550
| -8% | -$42.6K | 0.01% | 394 |
|
|
2024
Q3 | $567K | Hold |
6,601
| – | – | 0.02% | 347 |
|
|
2024
Q2 | $518K | Sell |
6,601
-903
| -12% | -$70.8K | 0.02% | 349 |
|
|
2024
Q1 | $648K | Sell |
7,504
-9
| -0.1% | -$777 | 0.02% | 303 |
|
|
2023
Q4 | $591K | Sell |
7,513
-368
| -5% | -$29K | 0.02% | 301 |
|
|
2023
Q3 | $568K | Buy |
7,881
+31
| +0.4% | +$2.23K | 0.02% | 289 |
|
|
2023
Q2 | $595K | Sell |
7,850
-2,074
| -21% | -$157K | 0.02% | 282 |
|
|
2023
Q1 | $738K | Buy |
9,924
+29
| +0.3% | +$2.16K | 0.03% | 265 |
|
|
2022
Q4 | $830K | Buy |
9,895
+230
| +2% | +$19.3K | 0.04% | 234 |
|
|
2022
Q3 | $697K | Sell |
9,665
-1,175
| -11% | -$84.7K | 0.04% | 242 |
|
|
2022
Q2 | $724K | Sell |
10,840
-3,072
| -22% | -$205K | 0.04% | 244 |
|
|
2022
Q1 | $1.02M | Sell |
13,912
-842
| -6% | -$61.8K | 0.05% | 210 |
|
|
2021
Q4 | $1.07M | Sell |
14,754
-2,288
| -13% | -$165K | 0.05% | 204 |
|
|
2021
Q3 | $1.1M | Sell |
17,042
-3,964
| -19% | -$255K | 0.06% | 177 |
|
|
2021
Q2 | $1.33M | Buy |
21,006
+2,392
| +13% | +$151K | 0.08% | 153 |
|
|
2021
Q1 | $1.12M | Buy |
18,614
+3,506
| +23% | +$210K | 0.09% | 143 |
|
|
2020
Q4 | $750K | Sell |
15,108
-983
| -6% | -$48.8K | 0.06% | 187 |
|
|
2020
Q3 | $648K | Sell |
16,091
-2,178
| -12% | -$87.7K | 0.06% | 176 |
|
|
2020
Q2 | $759K | Buy |
18,269
+6,545
| +56% | +$272K | 0.07% | 157 |
|
|
2020
Q1 | $367K | Buy |
11,724
+2,278
| +24% | +$71.3K | 0.04% | 221 |
|
|
2019
Q4 | $520K | Buy |
9,446
+1,896
| +25% | +$104K | 0.06% | 182 |
|
|
2019
Q3 | $431K | Buy |
7,550
+1,870
| +33% | +$107K | 0.05% | 186 |
|
|
2019
Q2 | $329K | Sell |
5,680
-117
| -2% | -$6.78K | 0.04% | 195 |
|
|
2019
Q1 | $291K | Buy |
+5,797
| New | +$291K | 0.04% | 184 |
|