Whittier Trust CO Principal Financial Group Inc Transaction History

Whittier Trust CO

  • $7.37 Billion
  • Q3 2024

A detailed history of Whittier Trust CO transactions in Principal Financial Group Inc stock. As of the latest transaction made, Whittier Trust CO holds 2,685 shares of PFG stock, worth $232,413. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,685
Previous 2,685 -0.0%
Holding current value
$232,413
Previous $210,000 9.52%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024
BUY
$76.66 - $86.01 $14,182 - $15,911
185 Added 7.4%
2,685 $210,000
Q4 2023

Jan 11, 2024
SELL
$66.88 - $79.58 $2,742 - $3,262
-41 Reduced 1.61%
2,500 $196,000
Q3 2023

Oct 27, 2023
BUY
$72.0 - $84.1 $2,952 - $3,448
41 Added 1.64%
2,541 $183,000
Q2 2023

Jul 24, 2023
SELL
$65.46 - $77.11 $1,178 - $1,387
-18 Reduced 0.71%
2,500 $189,000
Q4 2022

Jan 25, 2023
SELL
$75.39 - $95.0 $2,789 - $3,515
-37 Reduced 1.45%
2,518 $0
Q3 2022

Oct 21, 2022
BUY
$61.13 - $79.78 $1,100 - $1,436
18 Added 0.71%
2,555 $184,000
Q2 2022

Jul 28, 2022
SELL
$62.84 - $76.21 $31,420 - $38,105
-500 Reduced 16.46%
2,537 $169,000
Q1 2022

Apr 29, 2022
BUY
$64.37 - $78.95 $34,566 - $42,396
537 Added 21.48%
3,037 $223,000
Q4 2021

Jan 19, 2022
BUY
$65.12 - $73.93 $162,800 - $184,825
2,500 New
2,500 $181,000
Q1 2021

Apr 26, 2021
SELL
$48.31 - $61.55 $6,715 - $8,555
-139 Closed
0 $0
Q1 2020

Apr 27, 2020
SELL
$24.16 - $57.08 $3,889 - $9,189
-161 Reduced 53.67%
139 $4,000
Q2 2018

Jul 20, 2018
BUY
$52.58 - $61.46 $15,774 - $18,438
300 New
300 $15,000

Others Institutions Holding PFG

# of Institutions
832
Shares Held
159M
Call Options Held
163K
Put Options Held
119K
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 $21.6B
  • 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
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