ALPS Advisors’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 | $1.45M | Buy |
23,263
+2,003
| +9% | +$125K | 0.01% | 420 |
|
|
2025
Q1 | $866K | Sell |
21,260
-8,220
| -28% | -$335K | 0.01% | 499 |
|
|
2024
Q4 | $1.12M | Buy |
29,480
+20,280
| +220% | +$772K | 0.01% | 457 |
|
|
2024
Q3 | $377K | Buy |
+9,200
| New | +$377K | ﹤0.01% | 702 |
|
|
2021
Q3 | – | Sell |
-94,937
| Closed | -$3.57M | – | 1038 |
|
|
2021
Q2 | $3.57M | Sell |
94,937
-16,013
| -14% | -$603K | 0.03% | 199 |
|
|
2021
Q1 | $4.55M | Buy |
110,950
+28,667
| +35% | +$1.18M | 0.04% | 183 |
|
|
2020
Q4 | $3.43M | Buy |
82,283
+22,365
| +37% | +$933K | 0.04% | 202 |
|
|
2020
Q3 | $1.53M | Buy |
59,918
+13,821
| +30% | +$353K | 0.02% | 267 |
|
|
2020
Q2 | $1.15M | Buy |
46,097
+6,732
| +17% | +$168K | 0.02% | 297 |
|
|
2020
Q1 | $841K | Buy |
39,365
+12,419
| +46% | +$265K | 0.01% | 311 |
|
|
2019
Q4 | $856K | Buy |
26,946
+5,539
| +26% | +$176K | 0.01% | 373 |
|
|
2019
Q3 | $751K | Buy |
21,407
+4,420
| +26% | +$155K | 0.01% | 362 |
|
|
2019
Q2 | $633K | Buy |
16,987
+8,585
| +102% | +$320K | ﹤0.01% | 485 |
|
|
2019
Q1 | $311K | Buy |
+8,402
| New | +$311K | ﹤0.01% | 861 |
|
|
2017
Q3 | – | Sell |
-14,146
| Closed | -$432K | – | 877 |
|
|
2017
Q2 | $432K | Buy |
14,146
+36
| +0.3% | +$1.1K | ﹤0.01% | 640 |
|
|
2017
Q1 | $455K | Buy |
+14,110
| New | +$455K | ﹤0.01% | 638 |
|