Eads & Heald Wealth Management Principal Financial Group Inc Transaction History

Eads & Heald Wealth Management

  • $214 Million
  • Q1 2024

A detailed history of Eads & Heald Wealth Management transactions in Principal Financial Group Inc stock. As of the latest transaction made, Eads & Heald Wealth Management holds 2,326 shares of PFG stock, worth $184,126. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,326
Holding current value
$184,126
% of portfolio
0.09%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$77.2 - $86.31 $179,567 - $200,757
2,326 New
2,326 $201,000
Q4 2022

Jan 27, 2023
SELL
$75.39 - $95.0 $63,327 - $79,800
-840 Reduced 20.19%
3,321 $279,000
Q3 2022

Oct 27, 2022
SELL
$61.13 - $79.78 $3,973 - $5,185
-65 Reduced 1.54%
4,161 $300,000
Q2 2022

Jul 26, 2022
SELL
$62.84 - $76.21 $19,166 - $23,244
-305 Reduced 6.73%
4,226 $282,000
Q4 2021

Jan 31, 2022
SELL
$65.12 - $73.93 $1,953 - $2,217
-30 Reduced 0.66%
4,531 $327,000
Q3 2021

Oct 27, 2021
BUY
$59.2 - $68.12 $74,592 - $85,831
1,260 Added 38.17%
4,561 $293,000
Q2 2021

Jul 30, 2021
SELL
$59.74 - $66.87 $4,122 - $4,614
-69 Reduced 2.05%
3,301 $208,000
Q1 2021

Apr 29, 2021
BUY
$48.31 - $61.55 $162,804 - $207,423
3,370 New
3,370 $202,000
Q4 2020

Feb 02, 2021
SELL
$38.25 - $52.6 $222,347 - $305,763
-5,813 Closed
0 $0
Q3 2020

Nov 02, 2020
SELL
$37.79 - $46.18 $47,350 - $57,863
-1,253 Reduced 17.73%
5,813 $234,000
Q2 2020

Jul 29, 2020
SELL
$26.41 - $48.72 $42,388 - $78,195
-1,605 Reduced 18.51%
7,066 $293,000
Q1 2020

May 01, 2020
SELL
$24.16 - $57.08 $45,783 - $108,166
-1,895 Reduced 17.93%
8,671 $271,000
Q4 2019

Jan 31, 2020
SELL
$52.35 - $57.4 $99,203 - $108,773
-1,895 Reduced 15.21%
10,566 $581,000
Q3 2019

Oct 31, 2019
SELL
$52.18 - $60.68 $16,958 - $19,721
-325 Reduced 2.54%
12,461 $712,000
Q2 2019

Jul 30, 2019
SELL
$51.57 - $57.92 $28,208 - $31,682
-547 Reduced 4.1%
12,786 $0
Q1 2019

Apr 26, 2019
BUY
$43.39 - $53.09 $29,418 - $35,995
678 Added 5.36%
13,333 $0
Q4 2018

Jan 31, 2019
SELL
$41.08 - $60.65 $38,615 - $57,011
-940 Reduced 6.91%
12,655 $558,000
Q3 2018

Oct 31, 2018
BUY
$52.86 - $59.54 $38,693 - $43,583
732 Added 5.69%
13,595 $0
Q2 2018

Jul 27, 2018
SELL
$52.58 - $61.46 $4,206 - $4,916
-80 Reduced 0.62%
12,863 $0
Q1 2018

Apr 26, 2018
SELL
$57.76 - $75.04 $27,436 - $35,644
-475 Reduced 3.54%
12,943 $0
Q4 2017

Jan 31, 2018
SELL
$64.92 - $71.76 $129 - $143
-2 Reduced 0.01%
13,418 $0
Q3 2017

Oct 27, 2017
BUY
$59.92 - $67.04 $804,126 - $899,676
13,420
13,420 $0

Others Institutions Holding PFG

# of Institutions
811
Shares Held
162M
Call Options Held
216K
Put Options Held
237K
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 $19.7B
  • 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
Track This Portfolio

Track Eads & Heald Wealth Management Portfolio

Follow Eads & Heald Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Eads & Heald Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Eads & Heald Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email