MassMutual Private Wealth & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.7K | Buy |
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|
2025
Q1 | $39.4K | Sell |
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|
2024
Q4 | $39.5K | Buy |
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|
2024
Q3 | $39.9K | Sell |
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|
2024
Q2 | $36.7K | Buy |
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|
2024
Q1 | $34K | Buy |
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|
2023
Q4 | $26.9K | Sell |
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|
2023
Q3 | $29.7K | Buy |
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|
2023
Q2 | $27.9K | Buy |
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|
2023
Q1 | $24K | Buy |
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|
2022
Q4 | $20K | Buy |
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|
2022
Q3 | $17K | Buy |
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|
2022
Q2 | $8K | Sell |
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|
2022
Q1 | $9K | Buy |
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|
2021
Q4 | $8K | Buy |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $6K | Buy |
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|
2021
Q1 | $1K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $23K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $6K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $7.06K | Hold |
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|
2017
Q3 | $6.43K | Hold |
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|
2017
Q2 | $6.41K | Hold |
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|
2017
Q1 | $6.31K | Hold |
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|
2016
Q4 | $5.79K | Buy |
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|
2016
Q2 | $4.11K | Hold |
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|
2016
Q1 | $3.94K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $9.13K | Hold |
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|
2015
Q2 | $8.78K | Hold |
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|
2015
Q1 | $8.94K | Hold |
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|
2014
Q4 | $9.04K | Hold |
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|
2014
Q3 | $9.13K | Hold |
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|
2014
Q2 | $8.78K | Hold |
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|
2014
Q1 | $8K | Buy |
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