MBM Wealth Consultants’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	$27.7K	Buy	+307	New	+$28.1K	0.01%	187
2023 Q4	–	Sell	-3,178	Closed	-$222K	–	117
2023 Q3	$222K	Buy	3,178 +196	+7%	+$15.2K	0.1%	97
2023 Q2	$234K	Buy	2,982 +1,294	+77%	+$93.3K	0.1%	93
2023 Q1	$190K	Hold	1,688	–	–	0.08%	101
2022 Q4	$141K	Buy	1,688 +280	+20%	+$24K	0.07%	111
2022 Q3	$106K	Buy	1,408 +382	+37%	+$27.4K	0.05%	107
2022 Q2	$69K	Buy	1,026 +36	+4%	+$2.53K	0.03%	138
2022 Q1	$73K	Buy	990 +280	+39%	+$20.3K	0.03%	160
2021 Q4	$51K	Buy	710 +190	+37%	+$13.3K	0.02%	160
2021 Q3	$33K	Buy	520 +115	+28%	+$7.38K	0.02%	171
2021 Q2	$26K	Hold	405	–	–	0.01%	175
2021 Q1	$24K	Buy	+405	New	+$22.6K	0.01%	178