WAM
WFA Asset Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54K | Buy |
688
+4
| +0.6% | +$314 | 0.03% | 98 |
|
|
2025
Q1 | $59.1K | Buy |
684
+167
| +32% | +$14.4K | 0.03% | 95 |
|
|
2024
Q4 | $40K | Sell |
517
-31
| -6% | -$2.4K | 0.02% | 124 |
|
|
2024
Q3 | $47.1K | Sell |
548
-140
| -20% | -$12K | 0.03% | 104 |
|
|
2024
Q2 | $54K | Buy |
688
+4
| +0.6% | +$314 | 0.03% | 99 |
|
|
2024
Q1 | $59.1K | Buy |
684
+287
| +72% | +$24.8K | 0.03% | 96 |
|
|
2023
Q4 | $31.2K | Buy |
397
+6
| +2% | +$472 | 0.02% | 121 |
|
|
2023
Q3 | $28.2K | Buy |
391
+2
| +0.5% | +$144 | 0.02% | 120 |
|
|
2023
Q2 | $29.5K | Buy |
389
+2
| +0.5% | +$152 | 0.02% | 121 |
|
|
2023
Q1 | $28.7K | Hold |
387
| – | – | 0.02% | 127 |
|
|
2022
Q4 | $32.5K | Buy |
387
+34
| +10% | +$2.85K | 0.02% | 108 |
|
|
2022
Q3 | $25.5K | Hold |
353
| – | – | 0.02% | 112 |
|
|
2022
Q2 | $23.6K | Sell |
353
-135
| -28% | -$9.01K | 0.02% | 120 |
|
|
2022
Q1 | $35.8K | Buy |
488
+487
| +48,700% | +$35.7K | 0.02% | 107 |
|
|
2021
Q4 | $65 | Buy |
+1
| New | +$65 | ﹤0.01% | 188 |
|