FAS Wealth Partners’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.49M	Buy	38,722 +1,812	+5%	+$166K	0.22%	98
2025 Q4	$3.26M	Buy	36,910 +2,406	+7%	+$203K	0.21%	96
2025 Q3	$2.86M	Buy	34,504 +1,629	+5%	+$130K	0.19%	104
2025 Q2	$2.61M	Buy	32,875 +2,843	+9%	+$218K	0.19%	102
2025 Q1	$2.53M	Buy	30,032 +1,134	+4%	+$94.3K	0.21%	102
2024 Q4	$2.24M	Buy	28,898 +850	+3%	+$71.6K	0.19%	108
2024 Q3	$2.41M	Buy	28,048 +1,201	+4%	+$97K	0.19%	107
2024 Q2	$2.11M	Buy	26,847 +496	+2%	+$40.3K	0.18%	108
2024 Q1	$2.27M	Buy	26,351 +1,076	+4%	+$86.4K	0.2%	106
2023 Q4	$1.99M	Buy	25,275 +3,351	+15%	+$243K	0.19%	111
2023 Q3	$1.58M	Buy	21,924 +1,164	+6%	+$90.3K	0.17%	111
2023 Q2	$1.57M	Buy	20,760 +2,733	+15%	+$197K	0.2%	99
2023 Q1	$1.34M	Buy	18,027 +893	+5%	+$75.8K	0.15%	125
2022 Q4	$1.44M	Buy	17,134 +2,343	+16%	+$201K	0.16%	117
2022 Q3	$1.07M	Buy	14,791 +2,961	+25%	+$213K	0.12%	121
2022 Q2	$790K	Sell	11,830 -325	-3%	-$22.9K	0.08%	154
2022 Q1	$892K	Buy	12,155 +3,606	+42%	+$261K	0.08%	146
2021 Q4	$618K	Buy	8,549 +4,260	+99%	+$297K	0.06%	175
2021 Q3	$276K	Buy	+4,289	New	+$275K	0.03%	250