Miller Wealth Advisors’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	$35.7K	Hold	396	–	–	0.01%	42
2025 Q4	$34.9K	Hold	396	–	–	0.01%	38
2025 Q3	$32.8K	Hold	396	–	–	0.01%	41
2025 Q2	$31.5K	Hold	396	–	–	0.01%	37
2025 Q1	$33.4K	Hold	396	–	–	0.02%	34
2024 Q4	$30.7K	Hold	396	–	–	0.02%	35
2024 Q3	$36.1K	Hold	396	–	–	0.02%	30
2024 Q2	$31.1K	Hold	396	–	–	0.02%	36
2024 Q1	$34.2K	Hold	396	–	–	0.02%	35
2023 Q4	$31.2K	Hold	396	–	–	0.02%	35
2023 Q3	$28.5K	Hold	396	–	–	0.02%	34
2023 Q2	$30K	Sell	396 -608	-61%	-$43.8K	0.02%	33
2023 Q1	$1K	Buy	1,004 +608	+154%	+$51.6K	﹤0.01%	59
2022 Q4	$33K	Hold	396	–	–	0.02%	36
2022 Q3	$26K	Hold	396	–	–	0.02%	51
2022 Q2	$26K	Hold	396	–	–	0.02%	40
2022 Q1	$29K	Hold	396	–	–	0.02%	40
2021 Q4	$29K	Buy	+396	New	+$27.6K	0.02%	39