Principal Financial shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 Wealth Management investment in Principal Financial
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Quarterly reported holdings in Principal Financial by 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $323k | 3.8k | 85.90 |
| 2024-06-30 | $295k | 3.8k | 78.45 |
| 2024-03-31 | $327k | 3.8k | 86.31 |
| 2023-12-31 | $298k | 3.8k | 78.67 |
| 2023-09-30 | $273k | 3.8k | 72.07 |
| 2023-06-30 | $295k | 3.9k | 75.84 |
| 2023-03-31 | $287k | 3.9k | 74.32 |
| 2022-12-31 | $324k | 3.9k | 83.92 |
| 2022-09-30 | $279k | 3.9k | 72.19 |
| 2022-06-30 | $258k | 3.9k | 66.75 |
| 2022-03-31 | $284k | 3.9k | 73.48 |
| 2021-12-31 | $280k | 3.9k | 72.45 |
| 2021-09-30 | $249k | 3.9k | 64.42 |
| 2021-06-30 | $244k | 3.9k | 63.13 |
| 2021-03-31 | $232k | 3.9k | 60.03 |
| 2019-12-31 | $218k | 4.0k | 54.98 |