Liberty Wealth Management LLC Principal Financial Group Inc Transaction History

Liberty Wealth Management LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 15, 2022	SELL	$65.12 - $73.93 $27,676 - $31,420	-425 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$59.2 - $68.12 $118 - $136	2 Added 0.47%	425 $27,000
Q2 2021 Aug 13, 2021	SELL	$59.74 - $66.87 $1.57 Million - $1.76 Million	-26,333 Reduced 98.42%	423 $27,000
Q2 2021 Aug 13, 2021	BUY	$59.74 - $66.87 $1.57 Million - $1.76 Million	26,335 Added 6255.34%	26,756 $423,000
Q4 2020 Feb 09, 2021	BUY	$38.25 - $52.6 $38 - $52	1 Added 0.24%	421 $21,000
Q3 2020 Nov 05, 2020	BUY	$37.79 - $46.18 $75 - $92	2 Added 0.48%	420 $17,000
Q2 2020 Aug 04, 2020	BUY	$26.41 - $48.72 $26 - $48	1 Added 0.24%	418 $17,000
Q1 2020 Apr 27, 2020	BUY	$24.16 - $57.08 $48 - $114	2 Added 0.48%	417 $13,000
Q4 2019 Feb 05, 2020	BUY	$52.35 - $57.4 $104 - $114	2 Added 0.48%	415 $23,000
Q3 2019 Oct 30, 2019	BUY	$52.18 - $60.68 $52 - $60	1 Added 0.24%	413 $24,000
Q2 2019 Jul 30, 2019	BUY	$51.57 - $57.92 $21,246 - $23,863	412 New	412 $24,000
Q1 2019 Apr 18, 2019	SELL	$43.39 - $53.09 $12,843 - $15,714	-296 Closed	0 $0
Q4 2018 Mar 26, 2019	BUY	$41.08 - $60.65 $12,159 - $17,952	296 New	296 $13,000

837

159M

177K

119K

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $20.1B
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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