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Principal Financial shares owned by Atwood & Palmer

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Atwood & Palmer from 13F filings

Historical chart of Atwood & Palmer investment in Principal Financial

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All positions including Principal Financial held by Atwood & Palmer consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Atwood & Palmer

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.6k 100 86.31
2023-12-31 $7.9k 100 78.67
2023-09-30 $7.2k 100 72.07
2023-06-30 $23k 302 75.84
2023-03-31 $22k 302 74.32
2022-12-31 $25k 302 83.92
2022-09-30 $22k 302 72.85
2022-06-30 $20k 302 66.23
2022-03-31 $22k 302 72.85
2021-12-31 $22k 302 72.85
2021-09-30 $19k 302 62.91
2021-06-30 $19k 302 62.91
2021-03-31 $18k 302 59.60
2020-12-31 $15k 302 49.67
2020-09-30 $12k 302 39.74
2020-06-30 $13k 302 43.05
2020-03-31 $9.0k 302 29.80
2019-12-31 $17k 302 56.29
2019-09-30 $17k 302 56.29
2019-06-30 $17k 302 56.29
2019-03-31 $15k 302 49.67
2018-12-31 $13k 302 43.05
2018-09-30 $18k 302 59.60
2018-06-30 $21k 402 52.24
2018-03-31 $18k 302 59.60
2017-12-31 $21k 302 69.54
2017-09-30 $19k 302 62.91
2017-06-30 $19k 302 62.91
2017-03-31 $19k 302 62.91