Allworth Financial’s Willdan Group WLDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626 | Buy |
10
+9
| +900% | +$563 | ﹤0.01% | 4070 |
|
|
2025
Q1 | $39 | Hold |
1
| – | – | ﹤0.01% | 3979 |
|
|
2024
Q4 | $39 | Hold |
1
| – | – | ﹤0.01% | 3879 |
|
|
2024
Q3 | $41 | Hold |
1
| – | – | ﹤0.01% | 3695 |
|
|
2024
Q2 | $33 | Hold |
1
| – | – | ﹤0.01% | 3641 |
|
|
2024
Q1 | $29 | Hold |
1
| – | – | ﹤0.01% | 3550 |
|
|
2023
Q4 | $22 | Hold |
1
| – | – | ﹤0.01% | 3394 |
|
|
2023
Q3 | $21 | Hold |
1
| – | – | ﹤0.01% | 3389 |
|
|
2023
Q2 | $20 | Hold |
1
| – | – | ﹤0.01% | 3213 |
|
|
2023
Q1 | $16 | Hold |
1
| – | – | ﹤0.01% | 3147 |
|
|
2022
Q4 | $18 | Hold |
1
| – | – | ﹤0.01% | 2958 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 3145 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 2862 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 2413 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 2138 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1988 |
|
|
2021
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1674 |
|