Carson Wealth (CWM LLC)’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 | $128K | Buy |
2,042
+924
| +83% | +$57.9K | ﹤0.01% | 2513 |
|
|
2025
Q1 | $46K | Buy |
1,118
+19
| +2% | +$782 | ﹤0.01% | 3055 |
|
|
2024
Q4 | $42K | Buy |
1,099
+118
| +12% | +$4.51K | ﹤0.01% | 2935 |
|
|
2024
Q3 | $40K | Buy |
981
+295
| +43% | +$12K | ﹤0.01% | 2873 |
|
|
2024
Q2 | $20K | Buy |
686
+677
| +7,522% | +$19.7K | ﹤0.01% | 3124 |
|
|
2024
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 4790 |
|
|
2023
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 4546 |
|
|
2023
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 4549 |
|
|
2023
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 4467 |
|
|
2023
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 4352 |
|
|
2022
Q4 | $0 | Sell |
9
-104
| -92% | – | ﹤0.01% | 4262 |
|
|
2022
Q3 | $2K | Buy |
+113
| New | +$2K | ﹤0.01% | 3551 |
|