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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.3M | Buy |
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|
2025
Q2 | $2.56M | Buy |
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|
2025
Q1 | $1.52M | Sell |
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|
2024
Q4 | $1.65M | Buy |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $982K | Hold |
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|
2023
Q4 | $729K | Hold |
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|
2023
Q3 | $692K | Hold |
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|
2023
Q2 | $649K | Buy |
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|
2023
Q1 | $514K | Buy |
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|
2022
Q4 | $569K | Hold |
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|
2022
Q3 | $473K | Hold |
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|
2022
Q2 | $880K | Buy |
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|
2022
Q1 | $941K | Buy |
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|
2021
Q4 | $990K | Buy |
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|
2021
Q3 | $994K | Buy |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $1.08M | Buy |
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|
2020
Q4 | $1.07M | Sell |
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|
2020
Q3 | $657K | Sell |
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|
2020
Q2 | $663K | Buy |
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|
2020
Q1 | $546K | Sell |
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|
2019
Q4 | $815K | Hold |
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|
2019
Q3 | $900K | Buy |
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|
2019
Q2 | $932K | Buy |
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|
2019
Q1 | $896K | Buy |
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|
2018
Q4 | $736K | Buy |
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|
2018
Q3 | $569K | Sell |
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|
2018
Q2 | $561K | Hold |
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|
2018
Q1 | $514K | Buy |
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|
2017
Q4 | $352K | Sell |
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|
2017
Q3 | $676K | Hold |
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|
2017
Q2 | $636K | Buy |
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|
2017
Q1 | $271K | Buy |
|