Charles Schwab’s Willdan Group WLDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.4M | Sell |
122,766
-3,081
| -2% | -$326K | ﹤0.01% | 2132 |
|
|
2025
Q4 | $13M | Buy |
125,847
+8,551
| +7% | +$842K | ﹤0.01% | 1997 |
|
|
2025
Q3 | $11.3M | Buy |
117,296
+76,383
| +187% | +$7.23M | ﹤0.01% | 2054 |
|
|
2025
Q2 | $2.56M | Buy |
40,913
+3,658
| +10% | +$174K | ﹤0.01% | 2597 |
|
|
2025
Q1 | $1.52M | Sell |
37,255
-6,032
| -14% | -$223K | ﹤0.01% | 2702 |
|
|
2024
Q4 | $1.65M | Buy |
43,287
+6,754
| +18% | +$290K | ﹤0.01% | 2740 |
|
|
2024
Q3 | $1.5M | Buy |
36,533
+964
| +3% | +$34.6K | ﹤0.01% | 2792 |
|
|
2024
Q2 | $1.03M | Buy |
35,569
+1,680
| +5% | +$50.1K | ﹤0.01% | 2926 |
|
|
2024
Q1 | $982K | Hold |
33,889
| – | – | ﹤0.01% | 2802 |
|
|
2023
Q4 | $729K | Hold |
33,889
| – | – | ﹤0.01% | 2940 |
|
|
2023
Q3 | $692K | Hold |
33,889
| – | – | ﹤0.01% | 2925 |
|
|
2023
Q2 | $649K | Buy |
33,889
+959
| +3% | +$16.1K | ﹤0.01% | 2928 |
|
|
2023
Q1 | $514K | Buy |
32,930
+1,040
| +3% | +$18.7K | ﹤0.01% | 2941 |
|
|
2022
Q4 | $569K | Hold |
31,890
| – | – | ﹤0.01% | 2967 |
|
|
2022
Q3 | $473K | Hold |
31,890
| – | – | ﹤0.01% | 3022 |
|
|
2022
Q2 | $880K | Buy |
31,890
+1,242
| +4% | +$33.9K | ﹤0.01% | 2841 |
|
|
2022
Q1 | $941K | Buy |
30,648
+2,540
| +9% | +$79.1K | ﹤0.01% | 2872 |
|
|
2021
Q4 | $990K | Buy |
28,108
+187
| +0.7% | +$6.97K | ﹤0.01% | 2915 |
|
|
2021
Q3 | $994K | Buy |
27,921
+839
| +3% | +$31.6K | ﹤0.01% | 2876 |
|
|
2021
Q2 | $1.02M | Buy |
27,082
+822
| +3% | +$31.8K | ﹤0.01% | 2924 |
|
|
2021
Q1 | $1.08M | Buy |
26,260
+562
| +2% | +$25.8K | ﹤0.01% | 2829 |
|
|
2020
Q4 | $1.07M | Sell |
25,698
-38
| -0.1% | -$1.32K | ﹤0.01% | 2751 |
|
|
2020
Q3 | $657K | Sell |
25,736
-761
| -3% | -$20.5K | ﹤0.01% | 2803 |
|
|
2020
Q2 | $663K | Buy |
26,497
+989
| +4% | +$22.8K | ﹤0.01% | 2743 |
|
|
2020
Q1 | $546K | Sell |
25,508
-134
| -0.5% | -$4.13K | ﹤0.01% | 2682 |
|
|
2019
Q4 | $815K | Hold |
25,642
| – | – | ﹤0.01% | 2665 |
|
|
2019
Q3 | $900K | Buy |
25,642
+637
| +3% | +$22.7K | ﹤0.01% | 2607 |
|
|
2019
Q2 | $932K | Buy |
25,005
+849
| +4% | +$30.7K | ﹤0.01% | 2597 |
|
|
2019
Q1 | $896K | Buy |
24,156
+3,137
| +15% | +$112K | ﹤0.01% | 2583 |
|
|
2018
Q4 | $736K | Buy |
21,019
+4,290
| +26% | +$147K | ﹤0.01% | 2632 |
|
|
2018
Q3 | $569K | Sell |
16,729
-1,370
| -8% | -$42.7K | ﹤0.01% | 2792 |
|
|
2018
Q2 | $561K | Hold |
18,099
| – | – | ﹤0.01% | 2771 |
|
|
2018
Q1 | $514K | Buy |
18,099
+3,400
| +23% | +$79.5K | ﹤0.01% | 2719 |
|
|
2017
Q4 | $352K | Sell |
14,699
-6,101
| -29% | -$166K | ﹤0.01% | 2826 |
|
|
2017
Q3 | $676K | Hold |
20,800
| – | – | ﹤0.01% | 2629 |
|
|
2017
Q2 | $636K | Buy |
20,800
+12,400
| +148% | +$389K | ﹤0.01% | 2614 |
|
|
2017
Q1 | $271K | Buy |
+8,400
| New | +$239K | ﹤0.01% | 2851 |
|
Other funds holding WLDN
VCM
VPM
WA
