Great Diamond Partners, LLC Principal Financial Group Inc Transaction History

Great Diamond Partners, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$77.2 - $86.31 $172,310 - $192,643	-2,232 Reduced 24.99%	6,700 $578,000
Q4 2023 Feb 07, 2024	SELL	$66.88 - $79.58 $719,829 - $856,519	-10,763 Reduced 54.65%	8,932 $702,000
Q3 2023 Oct 19, 2023	SELL	$72.0 - $84.1 $9,144 - $10,680	-127 Reduced 0.64%	19,695 $1.42 Million
Q2 2023 Jul 17, 2023	SELL	$65.46 - $77.11 $3,665 - $4,318	-56 Reduced 0.28%	19,822 $1.5 Million
Q1 2023 May 04, 2023	BUY	$69.69 - $93.39 $995,312 - $1.33 Million	14,282 Added 255.22%	19,878 $1.48 Million
Q4 2022 Feb 01, 2023	BUY	$75.39 - $95.0 $421,882 - $531,620	5,596 New	5,596 $469,000
Q1 2020 May 01, 2020	SELL	$24.16 - $57.08 $1,208 - $2,854	-50 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$52.35 - $57.4 $2,617 - $2,870	50 New	50 $2,000

836

159M

177K

119K

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...

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