BA
Bard Associates’s Willdan Group WLDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.17M | Sell |
130,698
-3,886
| -3% | -$243K | 2.63% | 3 |
|
|
2025
Q1 | $5.48M | Sell |
134,584
-98
| -0.1% | -$3.99K | 2.04% | 5 |
|
|
2024
Q4 | $5.13M | Sell |
134,682
-666
| -0.5% | -$25.4K | 1.74% | 7 |
|
|
2024
Q3 | $5.54M | Sell |
135,348
-2,150
| -2% | -$88K | 1.89% | 5 |
|
|
2024
Q2 | $3.97M | Sell |
137,498
-1,750
| -1% | -$50.5K | 1.52% | 11 |
|
|
2024
Q1 | $4.04M | Sell |
139,248
-1,627
| -1% | -$47.2K | 1.45% | 13 |
|
|
2023
Q4 | $3.03M | Sell |
140,875
-3,000
| -2% | -$64.5K | 1.15% | 24 |
|
|
2023
Q3 | $2.94M | Sell |
143,875
-750
| -0.5% | -$15.3K | 1.22% | 21 |
|
|
2023
Q2 | $2.77M | Sell |
144,625
-125
| -0.1% | -$2.4K | 1.08% | 32 |
|
|
2023
Q1 | $2.26M | Sell |
144,750
-450
| -0.3% | -$7.03K | 0.93% | 41 |
|
|
2022
Q4 | $2.59M | Sell |
145,200
-800
| -0.5% | -$14.3K | 1.12% | 30 |
|
|
2022
Q3 | $2.16M | Sell |
146,000
-200
| -0.1% | -$2.96K | 0.98% | 36 |
|
|
2022
Q2 | $4.03M | Buy |
146,200
+600
| +0.4% | +$16.5K | 1.73% | 9 |
|
|
2022
Q1 | $4.47M | Hold |
145,600
| – | – | 1.58% | 6 |
|
|
2021
Q4 | $5.13M | Sell |
145,600
-1,200
| -0.8% | -$42.2K | 1.69% | 8 |
|
|
2021
Q3 | $5.23M | Hold |
146,800
| – | – | 1.76% | 7 |
|
|
2021
Q2 | $5.53M | Sell |
146,800
-50
| -0% | -$1.88K | 1.81% | 8 |
|
|
2021
Q1 | $6.03M | Sell |
146,850
-34,404
| -19% | -$1.41M | 2.18% | 5 |
|
|
2020
Q4 | $7.56M | Sell |
181,254
-10,290
| -5% | -$429K | 2.98% | 4 |
|
|
2020
Q3 | $4.89M | Sell |
191,544
-700
| -0.4% | -$17.9K | 2.59% | 4 |
|
|
2020
Q2 | $4.81M | Sell |
192,244
-500
| -0.3% | -$12.5K | 2.67% | 2 |
|
|
2020
Q1 | $4.12M | Sell |
192,744
-2,235
| -1% | -$47.8K | 3.03% | 2 |
|
|
2019
Q4 | $6.2M | Sell |
194,979
-2,085
| -1% | -$66.3K | 3.15% | 2 |
|
|
2019
Q3 | $6.91M | Sell |
197,064
-6,875
| -3% | -$241K | 3.52% | 2 |
|
|
2019
Q2 | $7.6M | Sell |
203,939
-10,550
| -5% | -$393K | 3.79% | 2 |
|
|
2019
Q1 | $7.95M | Sell |
214,489
-5,135
| -2% | -$190K | 4.01% | 1 |
|
|
2018
Q4 | $7.68M | Sell |
219,624
-9,500
| -4% | -$332K | 4.44% | 1 |
|
|
2018
Q3 | $7.78M | Sell |
229,124
-5,525
| -2% | -$188K | 3.59% | 3 |
|
|
2018
Q2 | $7.27M | Sell |
234,649
-2,475
| -1% | -$76.7K | 3.37% | 2 |
|
|
2018
Q1 | $6.72M | Buy |
237,124
+29,985
| +14% | +$850K | 3.35% | 2 |
|
|
2017
Q4 | $4.96M | Sell |
207,139
-1,000
| -0.5% | -$23.9K | 2.38% | 3 |
|
|
2017
Q3 | $6.76M | Sell |
208,139
-2,700
| -1% | -$87.6K | 3.15% | 2 |
|
|
2017
Q2 | $6.44M | Sell |
210,839
-2,600
| -1% | -$79.4K | 2.92% | 2 |
|
|
2017
Q1 | $6.89M | Sell |
213,439
-20,025
| -9% | -$646K | 3.2% | 2 |
|
|
2016
Q4 | $5.27M | Sell |
233,464
-5,700
| -2% | -$129K | 2.45% | 3 |
|
|
2016
Q3 | $4.2M | Sell |
239,164
-4,500
| -2% | -$79K | 2.05% | 6 |
|
|
2016
Q2 | $2.59M | Sell |
243,664
-2,950
| -1% | -$31.3K | 1.37% | 19 |
|
|
2016
Q1 | $2.38M | Buy |
246,614
+12,445
| +5% | +$120K | 1.37% | 16 |
|
|
2015
Q4 | $1.96M | Sell |
234,169
-7,950
| -3% | -$66.6K | 1.16% | 25 |
|
|
2015
Q3 | $2.46M | Sell |
242,119
-3,675
| -1% | -$37.3K | 1.41% | 16 |
|
|
2015
Q2 | $2.75M | Sell |
245,794
-12,450
| -5% | -$139K | 1.36% | 17 |
|
|
2015
Q1 | $4.09M | Sell |
258,244
-6,450
| -2% | -$102K | 1.96% | 6 |
|
|
2014
Q4 | $3.57M | Sell |
264,694
-1,450
| -0.5% | -$19.6K | 1.67% | 9 |
|
|
2014
Q3 | $3.85M | Sell |
266,144
-1,700
| -0.6% | -$24.6K | 1.8% | 7 |
|
|
2014
Q2 | $2.32M | Sell |
267,844
-6,100
| -2% | -$52.9K | 0.92% | 30 |
|
|
2014
Q1 | $1.24M | Sell |
273,944
-2,600
| -0.9% | -$11.8K | 0.52% | 76 |
|
|
2013
Q4 | $1.46M | Sell |
276,544
-9,850
| -3% | -$52K | 0.61% | 63 |
|
|
2013
Q3 | $1.06M | Sell |
286,394
-1,550
| -0.5% | -$5.75K | 0.47% | 79 |
|
|
2013
Q2 | $867K | Buy |
+287,944
| New | +$867K | 0.41% | 87 |
|