Principle Wealth Partners’s Mine Safety MSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $425K | Sell |
2,595
-3
| -0.1% | -$548 | 0.02% | 265 |
|
|
2025
Q4 | $416K | Buy |
2,598
+3
| +0.1% | +$488 | 0.02% | 267 |
|
|
2025
Q3 | $447K | Hold |
2,595
| – | – | 0.03% | 249 |
|
|
2025
Q2 | $435K | Hold |
2,595
| – | – | 0.03% | 243 |
|
|
2025
Q1 | $381K | Hold |
2,595
| – | – | 0.03% | 246 |
|
|
2024
Q4 | $430K | Hold |
2,595
| – | – | 0.03% | 237 |
|
|
2024
Q3 | $460K | Hold |
2,595
| – | – | 0.03% | 237 |
|
|
2024
Q2 | $487K | Hold |
2,595
| – | – | 0.04% | 222 |
|
|
2024
Q1 | $502K | Hold |
2,595
| – | – | 0.04% | 221 |
|
|
2023
Q4 | $438K | Hold |
2,595
| – | – | 0.04% | 220 |
|
|
2023
Q3 | $409K | Hold |
2,595
| – | – | 0.04% | 223 |
|
|
2023
Q2 | $451K | Hold |
2,595
| – | – | 0.05% | 207 |
|
|
2023
Q1 | $346K | Hold |
2,595
| – | – | 0.04% | 231 |
|
|
2022
Q4 | $374K | Buy |
2,595
+250
| +11% | +$32.7K | 0.04% | 225 |
|
|
2022
Q3 | $256 | Sell |
2,345
-190
| -7% | -$23.4K | 0.02% | 249 |
|
|
2022
Q2 | $307K | Hold |
2,535
| – | – | 0.04% | 243 |
|
|
2022
Q1 | $336K | Hold |
2,535
| – | – | 0.04% | 246 |
|
|
2021
Q4 | $383K | Sell |
2,535
-550
| -18% | -$82.5K | 0.04% | 237 |
|
|
2021
Q3 | $449K | Buy |
3,085
+550
| +22% | +$87.3K | 0.05% | 208 |
|
|
2021
Q2 | $420K | Hold |
2,535
| – | – | 0.05% | 217 |
|
|
2021
Q1 | $380K | Hold |
2,535
| – | – | 0.04% | 216 |
|
|
2020
Q4 | $379K | Sell |
2,535
-365
| -13% | -$52.7K | 0.05% | 203 |
|
|
2020
Q3 | $389K | Sell |
2,900
-250
| -8% | -$30.6K | 0.11% | 103 |
|
|
2020
Q2 | $361K | Buy |
3,150
+250
| +9% | +$27.8K | 0.11% | 107 |
|
|
2020
Q1 | $293K | Hold |
2,900
| – | – | 0.11% | 111 |
|
|
2019
Q4 | $366K | Sell |
2,900
-750
| -21% | -$90.3K | 0.12% | 116 |
|
|
2019
Q3 | $398K | Buy |
3,650
+750
| +26% | +$79.1K | 0.14% | 111 |
|
|
2019
Q2 | $306K | Hold |
2,900
| – | – | 0.16% | 104 |
|
|
2019
Q1 | $300K | Buy |
+2,900
| New | +$292K | 0.17% | 99 |
|
Other funds holding MSA
VPM
RCG
VCM
CB
MGP