HWM
Hohimer 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 | $1.99M | Buy |
25,038
+3
| +0% | +$238 | 0.35% | 81 |
|
|
2025
Q1 | $2.11M | Buy |
25,035
+311
| +1% | +$26.2K | 0.41% | 79 |
|
|
2024
Q4 | $1.91M | Hold |
24,724
| – | – | 0.36% | 84 |
|
|
2024
Q3 | $2.12M | Hold |
24,724
| – | – | 0.46% | 80 |
|
|
2024
Q2 | $1.94M | Hold |
24,724
| – | – | 0.45% | 78 |
|
|
2024
Q1 | $2.13M | Sell |
24,724
-284
| -1% | -$24.5K | 0.5% | 73 |
|
|
2023
Q4 | $1.97M | Hold |
25,008
| – | – | 0.5% | 65 |
|
|
2023
Q3 | $1.8M | Hold |
25,008
| – | – | 0.51% | 66 |
|
|
2023
Q2 | $1.9M | Hold |
25,008
| – | – | 0.52% | 65 |
|
|
2023
Q1 | $1.86M | Buy |
25,008
+20,675
| +477% | +$1.54M | 0.54% | 63 |
|
|
2022
Q4 | $364K | Sell |
4,333
-20,815
| -83% | -$1.75M | 0.12% | 130 |
|
|
2022
Q3 | $1.81M | Hold |
25,148
| – | – | 0.58% | 67 |
|
|
2022
Q2 | $1.68M | Hold |
25,148
| – | – | 0.5% | 76 |
|
|
2022
Q1 | $1.85M | Sell |
25,148
-250
| -1% | -$18.4K | 0.36% | 87 |
|
|
2021
Q4 | $1.84M | Sell |
25,398
-21
| -0.1% | -$1.52K | 0.39% | 86 |
|
|
2021
Q3 | $1.64M | Hold |
25,419
| – | – | 0.34% | 95 |
|
|
2021
Q2 | $1.61M | Buy |
25,419
+515
| +2% | +$32.5K | 0.33% | 95 |
|
|
2021
Q1 | $1.49M | Sell |
24,904
-2,611
| -9% | -$157K | 0.36% | 88 |
|
|
2020
Q4 | $1.37M | Sell |
27,515
-41
| -0.1% | -$2.03K | 0.36% | 91 |
|
|
2020
Q3 | $1.13M | Sell |
27,556
-16,624
| -38% | -$679K | 0.32% | 102 |
|
|
2020
Q2 | $1.84M | Sell |
44,180
-1,434
| -3% | -$59.6K | 0.63% | 53 |
|
|
2020
Q1 | $1.45M | Buy |
45,614
+10,323
| +29% | +$327K | 0.61% | 68 |
|
|
2019
Q4 | $1.94M | Buy |
+35,291
| New | +$1.94M | 0.68% | 50 |
|