Principal Financial Group’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
3,564
-520
| -13% | -$35.6K | ﹤0.01% | 2106 |
|
|
2025
Q1 | $310K | Sell |
4,084
-231
| -5% | -$17.5K | ﹤0.01% | 1987 |
|
|
2024
Q4 | $472K | Sell |
4,315
-376
| -8% | -$41.2K | ﹤0.01% | 1974 |
|
|
2024
Q3 | $371K | Sell |
4,691
-2,132
| -31% | -$169K | ﹤0.01% | 2002 |
|
|
2024
Q2 | $498K | Buy |
6,823
+137
| +2% | +$10K | ﹤0.01% | 1957 |
|
|
2024
Q1 | $567K | Buy |
6,686
+951
| +17% | +$80.6K | ﹤0.01% | 1959 |
|
|
2023
Q4 | $582K | Buy |
5,735
+624
| +12% | +$63.4K | ﹤0.01% | 1931 |
|
|
2023
Q3 | $518K | Sell |
5,111
-666
| -12% | -$67.5K | ﹤0.01% | 1941 |
|
|
2023
Q2 | $587K | Buy |
5,777
+540
| +10% | +$54.9K | ﹤0.01% | 1923 |
|
|
2023
Q1 | $536K | Sell |
5,237
-489
| -9% | -$50.1K | ﹤0.01% | 1953 |
|
|
2022
Q4 | $481K | Sell |
5,726
-1,194
| -17% | -$100K | ﹤0.01% | 1985 |
|
|
2022
Q3 | $538K | Sell |
6,920
-457
| -6% | -$35.5K | ﹤0.01% | 1943 |
|
|
2022
Q2 | $487K | Sell |
7,377
-399
| -5% | -$26.3K | ﹤0.01% | 2067 |
|
|
2022
Q1 | $918K | Buy |
7,776
+493
| +7% | +$58.2K | ﹤0.01% | 1990 |
|
|
2021
Q4 | $950K | Sell |
7,283
-1,702
| -19% | -$222K | ﹤0.01% | 1996 |
|
|
2021
Q3 | $1.27M | Buy |
8,985
+2,266
| +34% | +$320K | ﹤0.01% | 1953 |
|
|
2021
Q2 | $748K | Sell |
6,719
-1,753
| -21% | -$195K | ﹤0.01% | 2115 |
|
|
2021
Q1 | $748K | Sell |
8,472
-1,635
| -16% | -$144K | ﹤0.01% | 2056 |
|
|
2020
Q4 | $926K | Buy |
10,107
+4,201
| +71% | +$385K | ﹤0.01% | 1962 |
|
|
2020
Q3 | $329K | Sell |
5,906
-437
| -7% | -$24.3K | ﹤0.01% | 2115 |
|
|
2020
Q2 | $339K | Buy |
+6,343
| New | +$339K | ﹤0.01% | 2061 |
|
|
2019
Q4 | – | Sell |
-6,892
| Closed | -$302K | – | 2289 |
|
|
2019
Q3 | $302K | Buy |
6,892
+1,170
| +20% | +$51.3K | ﹤0.01% | 2053 |
|
|
2019
Q2 | $332K | Buy |
+5,722
| New | +$332K | ﹤0.01% | 2041 |
|
|
2018
Q4 | – | Sell |
-5,617
| Closed | -$222K | – | 2313 |
|
|
2018
Q3 | $222K | Buy |
+5,617
| New | +$222K | ﹤0.01% | 2147 |
|
|
2016
Q2 | – | Sell |
-373,000
| Closed | -$4.35M | – | 2212 |
|
|
2016
Q1 | $4.35M | Sell |
373,000
-46,600
| -11% | -$543K | 0.01% | 1431 |
|
|
2015
Q4 | $7.37M | Hold |
419,600
| – | – | 0.01% | 1146 |
|
|
2015
Q3 | $6.37M | Sell |
419,600
-16,515
| -4% | -$251K | 0.01% | 1211 |
|
|
2015
Q2 | $6.03M | Buy |
436,115
+28,315
| +7% | +$392K | 0.01% | 1328 |
|
|
2015
Q1 | $5.87M | Buy |
407,800
+8,300
| +2% | +$120K | 0.01% | 1306 |
|
|
2014
Q4 | $5.35M | Buy |
+399,500
| New | +$5.35M | 0.01% | 1343 |
|