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 |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $222K | Buy |
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|
2023
Q2 | $234K | Buy |
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|
2023
Q1 | $190K | Hold |
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|
2022
Q4 | $141K | Buy |
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|
2022
Q3 | $106K | Buy |
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|
2022
Q2 | $69K | Buy |
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|
2022
Q1 | $73K | Buy |
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|
2021
Q4 | $51K | Buy |
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|
2021
Q3 | $33K | Buy |
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|
2021
Q2 | $26K | Hold |
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|
2021
Q1 | $24K | Buy |
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