A detailed history of Cwm, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Cwm, LLC holds 12,410 shares of PFG stock, worth $959,293. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,410
Previous 11,285 9.97%
Holding current value
$959,293
Previous $885,000 20.45%
% of portfolio
0.0%
Previous 0.0%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$72.94 - $87.46 $82,057 - $98,392
1,125 Added 9.97%
12,410 $1.07 Million
Q2 2024

Jul 09, 2024

BUY
$76.66 - $86.01 $58,491 - $65,625
763 Added 7.25%
11,285 $885,000
Q1 2024

Apr 05, 2024

SELL
$77.2 - $86.31 $109,546 - $122,473
-1,419 Reduced 11.88%
10,522 $908,000
Q4 2023

Feb 01, 2024

BUY
$66.88 - $79.58 $107,409 - $127,805
1,606 Added 15.54%
11,941 $939,000
Q3 2023

Oct 11, 2023

BUY
$72.0 - $84.1 $39,672 - $46,339
551 Added 5.63%
10,335 $745,000
Q2 2023

Aug 03, 2023

SELL
$65.46 - $77.11 $26,249 - $30,921
-401 Reduced 3.94%
9,784 $742,000
Q1 2023

Apr 28, 2023

BUY
$69.69 - $93.39 $53,173 - $71,256
763 Added 8.1%
10,185 $757,000
Q4 2022

Feb 01, 2023

SELL
$75.39 - $95.0 $56,165 - $70,775
-745 Reduced 7.33%
9,422 $791,000
Q3 2022

Oct 27, 2022

BUY
$61.13 - $79.78 $5,623 - $7,339
92 Added 0.91%
10,167 $734,000
Q2 2022

Jul 28, 2022

BUY
$62.84 - $76.21 $39,589 - $48,012
630 Added 6.67%
10,075 $673,000
Q1 2022

Apr 21, 2022

BUY
$64.37 - $78.95 $107,433 - $131,767
1,669 Added 21.46%
9,445 $693,000
Q4 2021

Jan 31, 2022

BUY
$65.12 - $73.93 $115,132 - $130,708
1,768 Added 29.43%
7,776 $562,000
Q1 2021

Sep 15, 2021

BUY
$48.31 - $61.55 $386 - $492
8 Added 0.13%
6,008 $380,000
Q1 2021

Apr 27, 2021

SELL
$48.31 - $61.55 $386 - $492
-8 Reduced 0.13%
6,000 $360,000
Q4 2020

Sep 15, 2021

SELL
$38.25 - $52.6 $12,201 - $16,779
-319 Reduced 5.04%
6,008 $380,000
Q4 2020

Jan 27, 2021

BUY
$38.25 - $52.6 $12,201 - $16,779
319 Added 5.31%
6,327 $314,000
Q3 2020

Sep 15, 2021

BUY
$37.79 - $46.18 $11,072 - $13,530
293 Added 5.13%
6,008 $380,000
Q3 2020

Oct 19, 2020

SELL
$37.79 - $46.18 $11,072 - $13,530
-293 Reduced 4.88%
5,715 $230,000
Q2 2020

Sep 15, 2021

BUY
$26.41 - $48.72 $14,499 - $26,747
549 Added 10.06%
6,008 $380,000
Q2 2020

Jul 22, 2020

SELL
$26.41 - $48.72 $14,499 - $26,747
-549 Reduced 9.14%
5,459 $227,000
Q1 2020

Sep 15, 2021

BUY
$24.16 - $57.08 $20,922 - $49,431
866 Added 16.84%
6,008 $380,000
Q1 2020

Apr 28, 2020

SELL
$24.16 - $57.08 $20,922 - $49,431
-866 Reduced 14.41%
5,142 $161,000
Q4 2019

Sep 14, 2021

BUY
$52.35 - $57.4 $118,782 - $130,240
2,269 Added 60.68%
6,008 $380,000
Q4 2019

Jan 27, 2020

SELL
$52.35 - $57.4 $118,782 - $130,240
-2,269 Reduced 37.77%
3,739 $206,000
Q3 2019

Sep 14, 2021

BUY
$52.18 - $60.68 $226,095 - $262,926
4,333 Added 258.69%
6,008 $380,000
Q3 2019

Oct 22, 2019

SELL
$52.18 - $60.68 $226,095 - $262,926
-4,333 Reduced 72.12%
1,675 $96,000
Q2 2019

Sep 14, 2021

BUY
$51.57 - $57.92 $246,814 - $277,205
4,786 Added 391.65%
6,008 $380,000
Q2 2019

Jul 31, 2019

SELL
$51.57 - $57.92 $246,814 - $277,205
-4,786 Reduced 79.66%
1,222 $71,000
Q1 2019

Sep 02, 2021

BUY
$43.39 - $53.09 $230,140 - $281,589
5,304 Added 753.41%
6,008 $0
Q1 2019

Apr 22, 2019

BUY
$43.39 - $53.09 $2,126 - $2,601
49 Added 7.48%
704 $35,000
Q4 2018

Jan 25, 2019

SELL
$41.08 - $60.65 $3,368 - $4,973
-82 Reduced 11.13%
655 $29,000
Q3 2018

Oct 29, 2018

SELL
$52.86 - $59.54 $9,567 - $10,776
-181 Reduced 19.72%
737 $43,000
Q2 2018

Jul 31, 2018

BUY
$52.58 - $61.46 $48,268 - $56,420
918 New
918 $49,000

Others Institutions Holding PFG

About PRINCIPAL FINANCIAL GROUP INC


  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $19.3B
  • 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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