Wellington Management Group’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $8.95M | Sell |
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|
2025
Q1 | $175M | Sell |
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|
2024
Q4 | $324M | Sell |
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|
2024
Q3 | $375M | Sell |
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|
2024
Q2 | $348M | Sell |
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|
2024
Q1 | $387M | Buy |
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|
2023
Q4 | $344M | Sell |
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|
2023
Q3 | $319M | Buy |
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|
2023
Q2 | $292M | Buy |
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|
2023
Q1 | $221M | Sell |
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|
2022
Q4 | $255M | Sell |
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|
2022
Q3 | $312M | Buy |
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|
2022
Q2 | $265M | Buy |
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|
2022
Q1 | $157M | Buy |
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|
2021
Q4 | $139M | Buy |
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|
2021
Q3 | $124M | Sell |
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|
2021
Q2 | $122M | Sell |
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|
2021
Q1 | $194M | Buy |
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|
2020
Q4 | $159M | Sell |
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|
2020
Q3 | $133M | Sell |
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|
2020
Q2 | $138M | Buy |
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|
2020
Q1 | $95.6M | Sell |
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|
2019
Q4 | $365M | Sell |
|
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|
2019
Q3 | $415M | Sell |
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|
2019
Q2 | $440M | Sell |
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|
2019
Q1 | $403M | Sell |
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|
2018
Q4 | $408M | Buy |
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|
2018
Q3 | $529M | Sell |
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|
2018
Q2 | $486M | Sell |
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|
2018
Q1 | $600M | Sell |
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|
2017
Q4 | $804M | Sell |
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|
2017
Q3 | $796M | Sell |
|
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|
2017
Q2 | $836M | Sell |
|
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|
2017
Q1 | $894M | Sell |
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|
2016
Q4 | $983M | Sell |
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|
2016
Q3 | $976M | Buy |
|
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|
2016
Q2 | $745M | Buy |
|
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|
2016
Q1 | $674M | Sell |
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|
2015
Q4 | $892M | Buy |
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|
2015
Q3 | $912M | Buy |
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|
2015
Q2 | $908M | Sell |
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|
2015
Q1 | $915M | Buy |
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|
2014
Q4 | $871M | Buy |
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|
2014
Q3 | $801M | Buy |
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|
2014
Q2 | $747M | Buy |
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|
2014
Q1 | $425M | Sell |
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|
2013
Q4 | $460M | Sell |
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|
2013
Q3 | $448M | Sell |
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|
2013
Q2 | $478M | Buy |
|