Wealth Enhancement Advisory Services’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Sell |
28,934
-2,743
| -9% | -$222K | ﹤0.01% | 1273 |
|
|
2025
Q1 | $2.67M | Sell |
31,677
-1,394
| -4% | -$118K | 0.01% | 1100 |
|
|
2024
Q4 | $2.56M | Buy |
33,071
+1,150
| +4% | +$89K | ﹤0.01% | 1052 |
|
|
2024
Q3 | $2.74M | Sell |
31,921
-4,548
| -12% | -$391K | 0.01% | 937 |
|
|
2024
Q2 | $2.86M | Sell |
36,469
-2,523
| -6% | -$198K | 0.01% | 867 |
|
|
2024
Q1 | $3.37M | Sell |
38,992
-929
| -2% | -$80.2K | 0.01% | 779 |
|
|
2023
Q4 | $3.14M | Buy |
39,921
+3,478
| +10% | +$274K | 0.01% | 751 |
|
|
2023
Q3 | $2.63M | Buy |
+36,443
| New | +$2.63M | 0.01% | 768 |
|
|
2021
Q2 | – | Sell |
-37,902
| Closed | -$2.34M | – | 299 |
|
|
2021
Q1 | $2.34M | Buy |
37,902
+741
| +2% | +$45.7K | 0.04% | 137 |
|
|
2020
Q4 | $1.98M | Sell |
37,161
-24,480
| -40% | -$1.3M | 0.04% | 122 |
|
|
2020
Q3 | $2.64M | Sell |
61,641
-14,981
| -20% | -$641K | 0.07% | 94 |
|
|
2020
Q2 | $3.45M | Buy |
+76,622
| New | +$3.45M | 0.1% | 78 |
|
|
2019
Q4 | – | Sell |
-19,906
| Closed | -$1.1M | – | 231 |
|
|
2019
Q3 | $1.1M | Buy |
+19,906
| New | +$1.1M | 0.04% | 148 |
|
|
2017
Q4 | – | Sell |
-13,208
| Closed | -$880K | – | 167 |
|
|
2017
Q3 | $880K | Sell |
13,208
-1
| -0% | -$67 | 0.07% | 122 |
|
|
2017
Q2 | $864K | Buy |
+13,209
| New | +$864K | 0.08% | 115 |
|
|
2016
Q4 | – | Sell |
-31,815
| Closed | -$1.67M | – | 174 |
|
|
2016
Q3 | $1.67M | Buy |
+31,815
| New | +$1.67M | 0.25% | 59 |
|