Principal Financial shares owned by HighMark Wealth Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by HighMark Wealth Management
from 13F filings
Historical chart of HighMark Wealth Management investment in Principal Financial
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Quarterly reported holdings in Principal Financial by HighMark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $27k | 310 | 86.31 |
| 2023-12-31 | $24k | 310 | 78.67 |
| 2023-09-30 | $22k | 310 | 72.07 |
| 2023-06-30 | $24k | 310 | 75.84 |
| 2023-03-31 | $23k | 310 | 74.32 |
| 2022-12-31 | $26k | 310 | 83.92 |
| 2022-09-30 | $22k | 310 | 70.97 |
| 2022-06-30 | $21k | 310 | 67.74 |
| 2022-03-31 | $23k | 310 | 74.19 |
| 2021-12-31 | $22k | 310 | 70.97 |
| 2021-09-30 | $20k | 310 | 64.52 |
| 2021-06-30 | $20k | 310 | 64.52 |
| 2021-03-31 | $19k | 310 | 61.29 |
| 2020-12-31 | $15k | 310 | 48.39 |
| 2020-09-30 | $12k | 310 | 38.71 |
| 2020-06-30 | $13k | 310 | 41.94 |
| 2020-03-31 | $9.7k | 310 | 31.34 |
| 2019-12-31 | $17k | 310 | 54.84 |
More positions owned by HighMark Wealth Management
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