Wespac Advisors, LLC Principal Financial Group Inc Transaction History

Wespac Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 25, 2023	BUY	$72.0 - $84.1 $20,880 - $24,389	290 Added 8.73%	3,613 $260,000
Q1 2023 Apr 26, 2023	SELL	$69.69 - $93.39 $45,089 - $60,423	-647 Reduced 16.3%	3,323 $246,000
Q4 2022 Jan 31, 2023	BUY	$75.39 - $95.0 $299,298 - $377,150	3,970 New	3,970 $333,000
Q4 2019 Feb 07, 2020	SELL	$52.35 - $57.4 $915,496 - $1 Million	-17,488 Closed	0 $0
Q3 2019 Oct 29, 2019	SELL	$52.18 - $60.68 $543,559 - $632,103	-10,417 Reduced 37.33%	17,488 $999,000
Q2 2019 Jul 23, 2019	BUY	$51.57 - $57.92 $1.44 Million - $1.62 Million	27,905 New	27,905 $1.62 Million
Q1 2019 Apr 19, 2019	SELL	$43.39 - $53.09 $709,990 - $868,711	-16,363 Closed	0 $0
Q4 2018 Jan 31, 2019	BUY	$41.08 - $60.65 $672,192 - $992,415	16,363 New	16,363 $723,000

833

159M

177K

119K

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $19B
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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