Adams Wealth Management Principal Financial Group Inc Transaction History

Adams Wealth Management

  • $404 Million
  • Q2 2024

A detailed history of Adams Wealth Management transactions in Principal Financial Group Inc stock. As of the latest transaction made, Adams Wealth Management holds 9,588 shares of PFG stock, worth $825,430. This represents 0.19% of its overall portfolio holdings.

Number of Shares
9,588
Previous 12,231 21.61%
Holding current value
$825,430
Previous $1.06 Million 28.72%
% of portfolio
0.19%
Previous 0.28%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
SELL
$76.66 - $86.01 $202,612 - $227,324
-2,643 Reduced 21.61%
9,588 $752,000
Q1 2024

May 20, 2024
SELL
$77.2 - $86.31 $41,147 - $46,003
-533 Reduced 4.18%
12,231 $1.06 Million
Q4 2023

Feb 12, 2024
SELL
$66.88 - $79.58 $31,834 - $37,880
-476 Reduced 3.6%
12,764 $1 Million
Q3 2023

Nov 09, 2023
SELL
$72.0 - $84.1 $22,680 - $26,491
-315 Reduced 2.32%
13,240 $954,000
Q2 2023

Aug 14, 2023
BUY
$65.46 - $77.11 $22,976 - $27,065
351 Added 2.66%
13,555 $1.03 Million
Q1 2023

May 03, 2023
BUY
$69.69 - $93.39 $109,064 - $146,155
1,565 Added 13.45%
13,204 $981,000
Q4 2022

Feb 17, 2023
BUY
$75.39 - $95.0 $23,144 - $29,165
307 Added 2.71%
11,639 $976,000
Q3 2022

Nov 10, 2022
SELL
$61.13 - $79.78 $41,812 - $54,569
-684 Reduced 5.69%
11,332 $818,000
Q2 2022

Jul 20, 2022
SELL
$62.84 - $76.21 $17,406 - $21,110
-277 Reduced 2.25%
12,016 $803,000
Q1 2022

Apr 11, 2022
SELL
$64.37 - $78.95 $42,162 - $51,712
-655 Reduced 5.06%
12,293 $902,000
Q4 2021

Feb 09, 2022
SELL
$65.12 - $73.93 $91,949 - $104,389
-1,412 Reduced 9.83%
12,948 $937,000
Q3 2021

Nov 02, 2021
SELL
$59.2 - $68.12 $108,040 - $124,319
-1,825 Reduced 11.28%
14,360 $925,000
Q2 2021

Aug 03, 2021
SELL
$59.74 - $66.87 $41,698 - $46,675
-698 Reduced 4.13%
16,185 $1.02 Million
Q1 2021

May 12, 2021
SELL
$48.31 - $61.55 $57,005 - $72,629
-1,180 Reduced 6.53%
16,883 $1.01 Million
Q4 2020

Feb 08, 2021
SELL
$38.25 - $52.6 $40,009 - $55,019
-1,046 Reduced 5.47%
18,063 $896,000
Q3 2020

Nov 12, 2020
SELL
$37.79 - $46.18 $34,615 - $42,300
-916 Reduced 4.57%
19,109 $770,000
Q2 2020

Aug 04, 2020
BUY
$26.41 - $48.72 $114,566 - $211,347
4,338 Added 27.65%
20,025 $832,000
Q1 2020

May 06, 2020
BUY
$24.16 - $57.08 $53,852 - $127,231
2,229 Added 16.56%
15,687 $492,000
Q4 2019

Feb 12, 2020
BUY
$52.35 - $57.4 $704,526 - $772,489
13,458 New
13,458 $740,000

Others Institutions Holding PFG

# of Institutions
847
Shares Held
164M
Call Options Held
172K
Put Options Held
166K
View Full List

About PRINCIPAL FINANCIAL GROUP INC

PFG Quotes by TradingView
  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $21.5B
  • Description
  • Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Global Investors, Principal International, and U.S. Insurance Solutions segments. The Retirement and In...
More about PFG
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