Westmount Partners’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 | $212K | Sell |
2,673
-14
| -0.5% | -$1.11K | 0.06% | 236 |
|
|
2025
Q1 | $227K | Hold |
2,687
| – | – | 0.07% | 217 |
|
|
2024
Q4 | $208K | Hold |
2,687
| – | – | 0.06% | 205 |
|
|
2024
Q3 | $231K | Hold |
2,687
| – | – | 0.07% | 201 |
|
|
2024
Q2 | $210K | Hold |
2,687
| – | – | 0.07% | 201 |
|
|
2024
Q1 | $232K | Hold |
2,687
| – | – | 0.08% | 186 |
|
|
2023
Q4 | $211K | Buy |
+2,687
| New | +$211K | 0.09% | 185 |
|