HWM
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Hemington Wealth Management’s Principal Financial Group PFG Stock Holding History

Hemington Wealth Management’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$47K Buy
593
+5
+0.9% +$396 0.01% 349
2025
Q1 		$49K Buy
588
+75
+15% +$6.25K 0.01% 327
2024
Q4 		$39K Buy
513
+33
+7% +$2.51K 0.01% 366
2024
Q3 		$39K Buy
+480
New +$39K 0.01% 347