Creative Planning’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
Q4 | $663K | Buy |
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|
2025
Q3 | $444K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $609 | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $71K | Sell |
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|
2017
Q1 | $107K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $27K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $21K | Hold |
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|
2014
Q4 | $18K | Buy |
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|
2014
Q3 | $3K | Buy |
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