IHT Wealth Management’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	$459K	Sell	5,099 -151	-3%	-$13.8K	0.01%	855
2025 Q4	$463K	Buy	5,250 +25	+0.5%	+$2.11K	0.01%	795
2025 Q3	$433K	Sell	5,225 -200	-4%	-$16K	0.01%	791
2025 Q2	$431K	Buy	5,425 +178	+3%	+$13.7K	0.01%	749
2025 Q1	$443K	Buy	5,247 +197	+4%	+$16.4K	0.01%	717
2024 Q4	$391K	Sell	5,050 -2,461	-33%	-$207K	0.01%	765
2024 Q3	$643K	Buy	+7,511	New	+$607K	0.02%	643
2023 Q3	–	Sell	-2,886	Closed	-$219K	–	1012
2023 Q2	$219K	Buy	2,886 +167	+6%	+$12K	0.01%	849
2023 Q1	$202K	Sell	2,719 -366	-12%	-$31.1K	0.01%	857
2022 Q4	$259K	Buy	+3,085	New	+$265K	0.02%	714
2018 Q2	–	Sell	-74	Closed	-$4K	–	1079
2018 Q1	$4K	Buy	74 +1	+1%	+$66	﹤0.01%	1392
2017 Q4	$5K	Hold	73	–	–	﹤0.01%	1338
2017 Q3	$5K	Buy	73 +1	+1%	+$64	﹤0.01%	1098
2017 Q2	$27	Hold	72	–	–	0.01%	688
2017 Q1	$4K	Buy	72 +1	+1%	+$61	﹤0.01%	994
2016 Q4	$4K	Buy	+71	New	+$3.98K	﹤0.01%	953