Mercer Global Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
16,401
-780
| -5% | -$62K | ﹤0.01% | 1057 |
|
|
2025
Q1 | $1.45M | Sell |
17,181
-2,613
| -13% | -$220K | ﹤0.01% | 954 |
|
|
2024
Q4 | $1.53M | Sell |
19,794
-3,637
| -16% | -$282K | ﹤0.01% | 913 |
|
|
2024
Q3 | $2M | Buy |
23,431
+3,216
| +16% | +$274K | ﹤0.01% | 776 |
|
|
2024
Q2 | $2.04M | Sell |
20,215
-2,025
| -9% | -$205K | 0.01% | 717 |
|
|
2024
Q1 | $1.92M | Sell |
22,240
-29,232
| -57% | -$2.52M | 0.01% | 740 |
|
|
2023
Q4 | $4.05M | Sell |
51,472
-186,459
| -78% | -$14.7M | 0.01% | 532 |
|
|
2023
Q3 | $17.1M | Buy |
237,931
+29,181
| +14% | +$2.1M | 0.07% | 188 |
|
|
2023
Q2 | $15.8M | Buy |
208,750
+4,989
| +2% | +$378K | 0.06% | 201 |
|
|
2023
Q1 | $15.1M | Buy |
203,761
+75,780
| +59% | +$5.63M | 0.07% | 202 |
|
|
2022
Q4 | $10.7M | Buy |
127,981
+19,660
| +18% | +$1.65M | 0.05% | 259 |
|
|
2022
Q3 | $7.82M | Buy |
108,321
+102,143
| +1,653% | +$7.37M | 0.05% | 276 |
|
|
2022
Q2 | $413K | Buy |
6,178
+873
| +16% | +$58.4K | ﹤0.01% | 1236 |
|
|
2022
Q1 | $389K | Sell |
5,305
-35
| -0.7% | -$2.57K | ﹤0.01% | 1373 |
|
|
2021
Q4 | $386K | Buy |
5,340
+427
| +9% | +$30.9K | ﹤0.01% | 1343 |
|
|
2021
Q3 | $317K | Buy |
4,913
+334
| +7% | +$21.6K | ﹤0.01% | 1403 |
|
|
2021
Q2 | $289K | Buy |
4,579
+4,474
| +4,261% | +$282K | ﹤0.01% | 1404 |
|
|
2021
Q1 | $6K | Buy |
+105
| New | +$6K | ﹤0.01% | 1611 |
|
|
2020
Q2 | – | Sell |
-13,561
| Closed | -$425K | – | 1137 |
|
|
2020
Q1 | $425K | Buy |
13,561
+3,281
| +32% | +$103K | 0.01% | 699 |
|
|
2019
Q4 | $565K | Sell |
10,280
-1,586
| -13% | -$87.2K | 0.01% | 690 |
|
|
2019
Q3 | $678K | Sell |
11,866
-1,418
| -11% | -$81K | 0.02% | 593 |
|
|
2019
Q2 | $769K | Buy |
13,284
+3,132
| +31% | +$181K | 0.02% | 535 |
|
|
2019
Q1 | $510K | Buy |
+10,152
| New | +$510K | 0.02% | 621 |
|