Obermeyer Wealth Partners’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	$594K	Hold	6,591	–	–	0.03%	160
2025 Q4	$581K	Buy	6,591 +248	+4%	+$20.9K	0.03%	156
2025 Q3	$526K	Hold	6,343	–	–	0.02%	161
2025 Q2	$504K	Sell	6,343 -183	-3%	-$14K	0.03%	161
2025 Q1	$551K	Sell	6,526 -2,985	-31%	-$248K	0.03%	141
2024 Q4	$736K	Hold	9,511	–	–	0.04%	117
2024 Q3	$817K	Hold	9,511	–	–	0.04%	115
2024 Q2	$746K	Hold	9,511	–	–	0.04%	117
2024 Q1	$821K	Hold	9,511	–	–	0.05%	104
2023 Q4	$748K	Hold	9,511	–	–	0.05%	87
2023 Q3	$685K	Hold	9,511	–	–	0.05%	88
2023 Q2	$721K	Hold	9,511	–	–	0.05%	91
2023 Q1	$707K	Hold	9,511	–	–	0.05%	91
2022 Q4	$798K	Buy	9,511 +343	+4%	+$29.4K	0.06%	80
2022 Q3	$661K	Hold	9,168	–	–	0.05%	86
2022 Q2	$612K	Buy	9,168 +122	+1%	+$8.58K	0.04%	96
2022 Q1	$664K	Hold	9,046	–	–	0.04%	108
2021 Q4	$654K	Hold	9,046	–	–	0.04%	105
2021 Q3	$583K	Hold	9,046	–	–	0.03%	110
2021 Q2	$572K	Sell	9,046 -852	-9%	-$54.5K	0.03%	114
2021 Q1	$593K	Buy	+9,898	New	+$552K	0.04%	109