PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

CWM, LLC's Holding History (CIK: 0001535847)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 43,486 Value ($000) $4 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 22,715 Value ($000) $2 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 15,181 Value ($000) $1 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 19,010 Value ($000) $2 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 12,993 Value ($000) $1 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 12,410 Value ($000) $1 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 11,285 Value ($000) $1 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 10,522 Value ($000) $1 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 11,941 Value ($000) $1 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 10,335 Value ($000) $1 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 9,784 Value ($000) $1 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 10,185 Value ($000) $1 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 9,422 Value ($000) $1 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 10,167 Value ($000) $734 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 10,075 Value ($000) $673 Avg Close $61.74 Range $54.73 - $67.59
Q1 2022
Shares 9,445 Value ($000) $693 Avg Close $62.90 Range $55.77 - $69.64
Q4 2021
Shares 7,776 Value ($000) $562 Avg Close $60.13 Range $55.15 - $64.05
Q2 2021
Shares 6,008 Value ($000) $380 Avg Close $54.06 Range $50.22 - $57.29
Q1 2021
Shares 6,008 Value ($000) $380 Avg Close $46.72 Range $39.67 - $52.22
Q4 2020
Shares 6,008 Value ($000) $380 Avg Close $37.97 Range $30.95 - $44.00
Q3 2020
Shares 6,008 Value ($000) $380 Avg Close $34.89 Range $30.57 - $38.63
Q2 2020
Shares 6,008 Value ($000) $380 Avg Close $29.50 Range $20.74 - $40.21
Q1 2020
Shares 6,008 Value ($000) $380 Avg Close $37.70 Range $18.74 - $45.40
Q4 2019
Shares 6,008 Value ($000) $380 Avg Close $43.18 Range $41.15 - $45.39
Q3 2019
Shares 6,008 Value ($000) $380 Avg Close $43.94 Range $40.43 - $47.31
Q2 2019
Shares 6,008 Value ($000) $380 Avg Close $42.59 Range $39.04 - $45.56
Q1 2019
Shares 6,008 Value ($000) $380 Avg Close $37.93 Range $32.97 - $41.01
Q4 2018
Shares 655 Value ($000) $29 Avg Close $37.23 Range $30.82 - $46.09
Q3 2018
Shares 737 Value ($000) $43 Avg Close $41.75 Range $39.13 - $45.36
Q2 2018
Shares 918 Value ($000) $49 Avg Close $43.12 Range $39.07 - $45.93
Q4 2013
Shares 719 Value ($000) $35 Avg Close $30.85 Range $26.88 - $33.06
Q3 2013
Shares 469 Value ($000) $20 Avg Close $26.93 Range $23.68 - $28.96