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Whipplewood Advisors’s Principal Financial Group PFG Stock Holding History

Whipplewood Advisors’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$55.6K Buy
700
+696
+17,400% +$55.3K 0.03% 304
2025
Q1 		$59.1K Sell
4
-696
-99% -$10.3M 0.03% 284
2024
Q4 		$54.2K Buy
+700
New +$54.2K 0.03% 303