Principal Financial Group’s Advantage Solutions ADV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-61,600
| Closed | -$93K | – | 2226 |
|
|
2025
Q1 | $93K | Buy |
61,600
+2,042
| +3% | +$3.08K | ﹤0.01% | 2101 |
|
|
2024
Q4 | $174K | Buy |
59,558
+4,351
| +8% | +$12.7K | ﹤0.01% | 2116 |
|
|
2024
Q3 | $189K | Buy |
55,207
+7,114
| +15% | +$24.4K | ﹤0.01% | 2109 |
|
|
2024
Q2 | $155K | Buy |
48,093
+5,107
| +12% | +$16.4K | ﹤0.01% | 2176 |
|
|
2024
Q1 | $186K | Buy |
42,986
+32,049
| +293% | +$139K | ﹤0.01% | 2187 |
|
|
2023
Q4 | $39.6K | Sell |
10,937
-1,248
| -10% | -$4.52K | ﹤0.01% | 2347 |
|
|
2023
Q3 | $34.6K | Buy |
+12,185
| New | +$34.6K | ﹤0.01% | 2373 |
|