Winch Advisory Services’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 | $45.4K | Sell |
572
-46
| -7% | -$3.65K | 0.01% | 165 |
|
|
2025
Q1 | $52.1K | Buy |
618
+4
| +0.7% | +$337 | 0.01% | 153 |
|
|
2024
Q4 | $47.5K | Buy |
614
+5
| +0.8% | +$387 | 0.01% | 157 |
|
|
2024
Q3 | $52.3K | Buy |
609
+3
| +0.5% | +$258 | 0.01% | 150 |
|
|
2024
Q2 | $47.5K | Buy |
606
+4
| +0.7% | +$314 | 0.01% | 155 |
|
|
2024
Q1 | $51.9K | Buy |
602
+4
| +0.7% | +$345 | 0.02% | 149 |
|
|
2023
Q4 | $47K | Sell |
598
-56
| -9% | -$4.41K | 0.02% | 150 |
|
|
2023
Q3 | $47K | Sell |
654
-144
| -18% | -$10.3K | 0.02% | 139 |
|
|
2023
Q2 | $60K | Buy |
798
+427
| +115% | +$32.1K | 0.02% | 124 |
|
|
2023
Q1 | $28K | Buy |
371
+3
| +0.8% | +$226 | 0.01% | 170 |
|
|
2022
Q4 | $31K | Buy |
368
+3
| +0.8% | +$253 | 0.01% | 153 |
|
|
2022
Q3 | $26K | Buy |
365
+3
| +0.8% | +$214 | 0.01% | 149 |
|
|
2022
Q2 | $24K | Buy |
362
+4
| +1% | +$265 | 0.01% | 163 |
|
|
2022
Q1 | $26K | Buy |
358
+3
| +0.8% | +$218 | 0.01% | 186 |
|
|
2021
Q4 | $26K | Buy |
355
+3
| +0.9% | +$220 | 0.01% | 182 |
|
|
2021
Q3 | $23K | Buy |
352
+3
| +0.9% | +$196 | 0.01% | 196 |
|
|
2021
Q2 | $22K | Buy |
349
+3
| +0.9% | +$189 | 0.01% | 190 |
|
|
2021
Q1 | $21K | Buy |
346
+4
| +1% | +$243 | 0.01% | 176 |
|
|
2020
Q4 | $17K | Sell |
342
-91
| -21% | -$4.52K | 0.01% | 173 |
|
|
2020
Q3 | $17K | Buy |
433
+6
| +1% | +$236 | 0.01% | 159 |
|
|
2020
Q2 | $18K | Buy |
427
+98
| +30% | +$4.13K | 0.01% | 148 |
|
|
2020
Q1 | $10K | Buy |
329
+6
| +2% | +$182 | 0.01% | 169 |
|
|
2019
Q4 | $18K | Buy |
323
+3
| +0.9% | +$167 | 0.01% | 171 |
|
|
2019
Q3 | $18K | Buy |
320
+6
| +2% | +$338 | 0.01% | 148 |
|
|
2019
Q2 | $18K | Buy |
314
+3
| +1% | +$172 | 0.01% | 159 |
|
|
2019
Q1 | $16K | Hold |
311
| – | – | 0.01% | 164 |
|
|
2018
Q4 | $14K | Buy |
311
+7
| +2% | +$315 | 0.01% | 156 |
|
|
2018
Q3 | $18K | Buy |
304
+3
| +1% | +$178 | 0.01% | 147 |
|
|
2018
Q2 | $16K | Buy |
301
+2
| +0.7% | +$106 | 0.01% | 165 |
|
|
2018
Q1 | $18K | Hold |
299
| – | – | 0.01% | 159 |
|
|
2017
Q4 | $21K | Buy |
299
+4
| +1% | +$281 | 0.01% | 143 |
|
|
2017
Q3 | $19K | Hold |
295
| – | – | 0.01% | 133 |
|
|
2017
Q2 | $19K | Buy |
295
+5
| +2% | +$322 | 0.01% | 156 |
|
|
2017
Q1 | $18K | Hold |
290
| – | – | 0.01% | 148 |
|
|
2016
Q4 | $17K | Buy |
290
+4
| +1% | +$234 | 0.01% | 127 |
|
|
2016
Q3 | $15K | Hold |
286
| – | – | 0.01% | 129 |
|
|
2016
Q2 | $12K | Buy |
286
+3
| +1% | +$126 | 0.01% | 134 |
|
|
2016
Q1 | $11K | Buy |
283
+3
| +1% | +$117 | 0.02% | 112 |
|
|
2015
Q4 | $13K | Buy |
280
+2
| +0.7% | +$93 | 0.01% | 115 |
|
|
2015
Q3 | $13K | Buy |
278
+2
| +0.7% | +$94 | 0.02% | 103 |
|
|
2015
Q2 | $14K | Buy |
276
+2
| +0.7% | +$101 | 0.01% | 159 |
|
|
2015
Q1 | $14K | Buy |
+274
| New | +$14K | 0.01% | 125 |
|