Winch Advisory Services’s Principal Financial Group PFG Stock Holding History

Winch Advisory Services’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$50.5K	Buy	561 +4	+0.7%	+$366	0.01%	174
2025 Q4	$49.1K	Sell	557 -19	-3%	-$1.6K	0.01%	171
2025 Q3	$47.7K	Buy	576 +4	+0.7%	+$320	0.01%	172
2025 Q2	$45.4K	Sell	572 -46	-7%	-$3.53K	0.01%	165
2025 Q1	$52.1K	Buy	618 +4	+0.7%	+$333	0.01%	153
2024 Q4	$47.5K	Buy	614 +5	+0.8%	+$421	0.01%	157
2024 Q3	$52.3K	Buy	609 +3	+0.5%	+$242	0.01%	150
2024 Q2	$47.5K	Buy	606 +4	+0.7%	+$325	0.01%	155
2024 Q1	$51.9K	Buy	602 +4	+0.7%	+$321	0.02%	149
2023 Q4	$47K	Sell	598 -56	-9%	-$4.06K	0.02%	150
2023 Q3	$47K	Sell	654 -144	-18%	-$11.2K	0.02%	139
2023 Q2	$60K	Buy	798 +427	+115%	+$30.8K	0.02%	124
2023 Q1	$28K	Buy	371 +3	+0.8%	+$255	0.01%	170
2022 Q4	$31K	Buy	368 +3	+0.8%	+$257	0.01%	153
2022 Q3	$26K	Buy	365 +3	+0.8%	+$215	0.01%	149
2022 Q2	$24K	Buy	362 +4	+1%	+$281	0.01%	163
2022 Q1	$26K	Buy	358 +3	+0.8%	+$217	0.01%	186
2021 Q4	$26K	Buy	355 +3	+0.9%	+$209	0.01%	182
2021 Q3	$23K	Buy	352 +3	+0.9%	+$193	0.01%	196
2021 Q2	$22K	Buy	349 +3	+0.9%	+$192	0.01%	190
2021 Q1	$21K	Buy	346 +4	+1%	+$223	0.01%	176
2020 Q4	$17K	Sell	342 -91	-21%	-$4.17K	0.01%	173
2020 Q3	$17K	Buy	433 +6	+1%	+$256	0.01%	159
2020 Q2	$18K	Buy	427 +98	+30%	+$3.58K	0.01%	148
2020 Q1	$10K	Buy	329 +6	+2%	+$284	0.01%	169
2019 Q4	$18K	Buy	323 +3	+0.9%	+$164	0.01%	171
2019 Q3	$18K	Buy	320 +6	+2%	+$338	0.01%	148
2019 Q2	$18K	Buy	314 +3	+1%	+$165	0.01%	159
2019 Q1	$16K	Hold	311	–	–	0.01%	164
2018 Q4	$14K	Buy	311 +7	+2%	+$345	0.01%	156
2018 Q3	$18K	Buy	304 +3	+1%	+$167	0.01%	147
2018 Q2	$16K	Buy	301 +2	+0.7%	+$116	0.01%	165
2018 Q1	$18K	Hold	299	–	–	0.01%	159
2017 Q4	$21K	Buy	299 +4	+1%	+$276	0.01%	143
2017 Q3	$19K	Hold	295	–	–	0.01%	133
2017 Q2	$19K	Buy	295 +5	+2%	+$317	0.01%	156
2017 Q1	$18K	Hold	290	–	–	0.01%	148
2016 Q4	$17K	Buy	290 +4	+1%	+$224	0.01%	127
2016 Q3	$15K	Hold	286	–	–	0.01%	129
2016 Q2	$12K	Buy	286 +3	+1%	+$127	0.01%	134
2016 Q1	$11K	Buy	283 +3	+1%	+$115	0.02%	112
2015 Q4	$13K	Buy	280 +2	+0.7%	+$98	0.01%	115
2015 Q3	$13K	Buy	278 +2	+0.7%	+$104	0.02%	103
2015 Q2	$14K	Buy	276 +2	+0.7%	+$104	0.01%	159
2015 Q1	$14K	Buy	+274	New	+$13.8K	0.01%	125