Northwest Wealth Management, LLC Principal Financial Group Inc Transaction History

Northwest Wealth Management, LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	BUY	$76.66 - $86.01 $689 - $774	9 Added 0.31%	2,884 $226,000
Q1 2024 May 13, 2024	SELL	$77.2 - $86.31 $2,393 - $2,675	-31 Reduced 1.07%	2,875 $248,000
Q4 2023 Feb 14, 2024	SELL	$66.88 - $79.58 $8,226 - $9,788	-123 Reduced 4.06%	2,906 $228,000
Q3 2023 Nov 01, 2023	BUY	$72.0 - $84.1 $432 - $504	6 Added 0.2%	3,029 $218,000
Q2 2023 Aug 07, 2023	SELL	$65.46 - $77.11 $16,430 - $19,354	-251 Reduced 7.67%	3,023 $229,000
Q1 2023 May 10, 2023	SELL	$69.69 - $93.39 $6,899 - $9,245	-99 Reduced 2.94%	3,274 $243,000
Q4 2022 Feb 07, 2023	BUY	$75.39 - $95.0 $2,487 - $3,135	33 Added 0.99%	3,373 $283,000
Q3 2022 Oct 27, 2022	SELL	$61.13 - $79.78 $9,780 - $12,764	-160 Reduced 4.57%	3,340 $241,000
Q2 2022 Jul 26, 2022	BUY	$62.84 - $76.21 $18,852 - $22,862	300 Added 9.38%	3,500 $234,000
Q1 2022 Apr 29, 2022	BUY	$64.37 - $78.95 $205,984 - $252,640	3,200 New	3,200 $235,000
Q2 2019 Jul 23, 2019	SELL	$51.57 - $57.92 $87,204 - $97,942	-1,691 Closed	0 $0
Q1 2019 Apr 12, 2019	SELL	$43.39 - $53.09 $173,776 - $212,625	-4,005 Reduced 70.31%	1,691 $85,000
Q4 2018 Jan 24, 2019	BUY	$41.08 - $60.65 $82 - $121	2 Added 0.04%	5,696 $252,000
Q3 2018 Oct 11, 2018	BUY	$52.86 - $59.54 $32,561 - $36,676	616 Added 12.13%	5,694 $334,000
Q2 2018 Jul 10, 2018	SELL	$52.58 - $61.46 $36,963 - $43,206	-703 Reduced 12.16%	5,078 $269,000
Q1 2018 Apr 13, 2018	BUY	$57.76 - $75.04 $333,910 - $433,806	5,781 New	5,781 $352,000

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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