Principal Financial Group’s Brookfield Business Partners BBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,137
| Closed | -$214K | – | 2175 |
|
|
2024
Q4 | $214K | Sell |
9,137
-108,052
| -92% | -$2.53M | ﹤0.01% | 2095 |
|
|
2024
Q3 | $2.73M | Buy |
117,189
+26,947
| +30% | +$628K | ﹤0.01% | 1726 |
|
|
2024
Q2 | $1.7M | Buy |
90,242
+1,808
| +2% | +$34.1K | ﹤0.01% | 1796 |
|
|
2024
Q1 | $1.95M | Buy |
88,434
+23,258
| +36% | +$514K | ﹤0.01% | 1782 |
|
|
2023
Q4 | $1.34M | Hold |
65,176
| – | – | ﹤0.01% | 1807 |
|
|
2023
Q3 | $991K | Buy |
65,176
+28,541
| +78% | +$434K | ﹤0.01% | 1841 |
|
|
2023
Q2 | $631K | Buy |
36,635
+12,609
| +52% | +$217K | ﹤0.01% | 1913 |
|
|
2023
Q1 | $447K | Hold |
24,026
| – | – | ﹤0.01% | 1989 |
|
|
2022
Q4 | $407K | Buy |
24,026
+5,332
| +29% | +$90.4K | ﹤0.01% | 2024 |
|
|
2022
Q3 | $364K | Buy |
+18,694
| New | +$364K | ﹤0.01% | 2030 |
|
|
2021
Q2 | – | Sell |
-370,991
| Closed | -$9.57M | – | 2605 |
|
|
2021
Q1 | $9.57M | Sell |
370,991
-463,567
| -56% | -$12M | 0.01% | 1406 |
|
|
2020
Q4 | $20.1M | Sell |
834,558
-1,357
| -0.2% | -$32.7K | 0.01% | 770 |
|
|
2020
Q3 | $16.2M | Sell |
835,915
-6,870
| -0.8% | -$133K | 0.01% | 782 |
|
|
2020
Q2 | $16.7M | Sell |
842,785
-35,168
| -4% | -$696K | 0.01% | 750 |
|
|
2020
Q1 | $14.3M | Buy |
877,953
+7,380
| +0.8% | +$120K | 0.02% | 694 |
|
|
2019
Q4 | $23.1M | Buy |
870,573
+29,054
| +3% | +$770K | 0.02% | 694 |
|
|
2019
Q3 | $21.2M | Buy |
841,519
+1,875
| +0.2% | +$47.3K | 0.02% | 719 |
|
|
2019
Q2 | $20.6M | Sell |
839,644
-2,282
| -0.3% | -$56.1K | 0.02% | 743 |
|
|
2019
Q1 | $21.4M | Sell |
841,926
-16,370
| -2% | -$416K | 0.02% | 725 |
|
|
2018
Q4 | $16.7M | Sell |
858,296
-12,039
| -1% | -$235K | 0.02% | 821 |
|
|
2018
Q3 | $25.6M | Hold |
870,335
| – | – | 0.02% | 696 |
|
|
2018
Q2 | $21.4M | Sell |
870,335
-3,351
| -0.4% | -$82.3K | 0.02% | 782 |
|
|
2018
Q1 | $20.2M | Sell |
873,686
-3,580
| -0.4% | -$82.7K | 0.02% | 782 |
|
|
2017
Q4 | $19.4M | Buy |
877,266
+144,070
| +20% | +$3.19M | 0.02% | 839 |
|
|
2017
Q3 | $14M | Sell |
733,196
-72,697
| -9% | -$1.38M | 0.01% | 1030 |
|
|
2017
Q2 | $14M | Sell |
805,893
-10,948
| -1% | -$190K | 0.01% | 1008 |
|
|
2017
Q1 | $12.9M | Buy |
816,841
+2,964
| +0.4% | +$46.9K | 0.02% | 1035 |
|
|
2016
Q4 | $12.6M | Buy |
813,877
+134,215
| +20% | +$2.07M | 0.02% | 1029 |
|
|
2016
Q3 | $11.5M | Sell |
679,662
-9,064
| -1% | -$154K | 0.02% | 1024 |
|
|
2016
Q2 | $8.44M | Buy |
+688,726
| New | +$8.44M | 0.01% | 1166 |
|