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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $526K | Hold |
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|
2025
Q2 | $504K | Sell |
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|
2025
Q1 | $551K | Sell |
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|
2024
Q4 | $736K | Hold |
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|
2024
Q3 | $817K | Hold |
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|
2024
Q2 | $746K | Hold |
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|
2024
Q1 | $821K | Hold |
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|
2023
Q4 | $748K | Hold |
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|
2023
Q3 | $685K | Hold |
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|
2023
Q2 | $721K | Hold |
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|
2023
Q1 | $707K | Hold |
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|
2022
Q4 | $798K | Buy |
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|
2022
Q3 | $661K | Hold |
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|
2022
Q2 | $612K | Buy |
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|
2022
Q1 | $664K | Hold |
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|
2021
Q4 | $654K | Hold |
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|
2021
Q3 | $583K | Hold |
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|
2021
Q2 | $572K | Sell |
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|
2021
Q1 | $593K | Buy |
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