Premier Path 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
$401K Sell
2025
Q2
$414K Sell
2025
Q1
$455K Sell
2024
Q4
$422K Sell
2024
Q3
$480K Sell
2024
Q2
$493K Sell
2024
Q1
$549K Sell
2023
Q4
$503K Buy