Western Wealth Management, LLC Principal Financial Group Inc Transaction History

Western Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 31, 2024	SELL	$66.88 - $79.58 $33,975 - $40,426	-508 Reduced 15.96%	2,675 $210,000
Q3 2023 Nov 07, 2023	BUY	$72.0 - $84.1 $288 - $336	4 Added 0.13%	3,183 $229,000
Q2 2023 Aug 30, 2023	SELL	$65.46 - $77.11 $24,023 - $28,299	-367 Reduced 10.35%	3,179 $241,000
Q1 2023 Aug 30, 2023	BUY	$69.69 - $93.39 $5,017 - $6,724	72 Added 2.07%	3,546 $263,000
Q4 2022 Feb 02, 2023	SELL	$75.39 - $95.0 $312,416 - $393,680	-4,144 Reduced 54.4%	3,474 $291,000
Q3 2022 Nov 04, 2022	BUY	$61.13 - $79.78 $90,533 - $118,154	1,481 Added 24.13%	7,618 $549,000
Q2 2022 Jul 18, 2022	BUY	$62.84 - $76.21 $62 - $76	1 Added 0.02%	6,137 $410,000
Q1 2022 May 10, 2022	BUY	$64.37 - $78.95 $197,551 - $242,297	3,069 Added 100.07%	6,136 $450,000
Q4 2021 Feb 14, 2022	BUY	$65.12 - $73.93 $199,723 - $226,743	3,067 New	3,067 $221,000

835

159M

177K

119K

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $21.1B
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...

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

Stay updated on Western Wealth Management, LLC with notifications on news.