Principal Financial Group’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $331K | Buy |
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|
2025
Q2 | $244K | Sell |
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|
2025
Q1 | $310K | Sell |
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|
2024
Q4 | $472K | Sell |
|
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|
2024
Q3 | $371K | Sell |
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|
2024
Q2 | $498K | Buy |
|
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|
2024
Q1 | $567K | Buy |
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|
2023
Q4 | $582K | Buy |
|
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|
2023
Q3 | $518K | Sell |
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|
2023
Q2 | $587K | Buy |
|
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|
2023
Q1 | $536K | Sell |
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|
2022
Q4 | $481K | Sell |
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|
2022
Q3 | $538K | Sell |
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|
2022
Q2 | $487K | Sell |
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|
2022
Q1 | $918K | Buy |
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|
2021
Q4 | $950K | Sell |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | $748K | Sell |
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|
2021
Q1 | $748K | Sell |
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|
2020
Q4 | $926K | Buy |
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|
2020
Q3 | $329K | Sell |
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|
2020
Q2 | $339K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $302K | Buy |
|
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|
2019
Q2 | $332K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $222K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $4.34M | Sell |
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|
2015
Q4 | $7.37M | Hold |
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|
2015
Q3 | $6.37M | Sell |
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|
2015
Q2 | $6.03M | Buy |
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|
2015
Q1 | $5.87M | Buy |
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|
2014
Q4 | $5.35M | Buy |
|