Physician Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$29.7K	Hold	374	–	–	﹤0.01%	442
2025 Q1	$31.6K	Hold	374	–	–	0.01%	409
2024 Q4	$29K	Buy	+374	New	+$29K	﹤0.01%	438