WCM Investment Management’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	–	Sell	-7,023	Closed	-$583K	–	272
2025 Q1	$583K	Buy	7,023 +479	+7%	+$39.8K	﹤0.01%	249
2024 Q4	$505K	Buy	6,544 +3,463	+112%	+$267K	﹤0.01%	267
2024 Q3	$265K	Buy	+3,081	New	+$265K	﹤0.01%	276