MWM
Modern Wealth Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $882K | Buy |
11,100
+841
| +8% | +$66.8K | 0.02% | 379 |
|
|
2025
Q1 | $866K | Sell |
10,259
-578
| -5% | -$48.8K | 0.03% | 322 |
|
|
2024
Q4 | $839K | Buy |
10,837
+6
| +0.1% | +$464 | 0.03% | 282 |
|
|
2024
Q3 | $930K | Sell |
10,831
-175
| -2% | -$15K | 0.06% | 170 |
|
|
2024
Q2 | $863K | Buy |
11,006
+1,254
| +13% | +$98.4K | 0.06% | 152 |
|
|
2024
Q1 | $842K | Sell |
9,752
-15
| -0.2% | -$1.3K | 0.08% | 129 |
|
|
2023
Q4 | $768K | Buy |
+9,767
| New | +$768K | 0.1% | 71 |
|