Creative Planning’s Willdan Group WLDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16
| Closed | -$609 | – | 3713 |
|
|
2024
Q4 | $609 | Buy |
+16
| New | +$609 | ﹤0.01% | 3537 |
|
|
2017
Q3 | – | Sell |
-2,331
| Closed | -$71K | – | 3606 |
|
|
2017
Q2 | $71K | Sell |
2,331
-1,000
| -30% | -$30.5K | ﹤0.01% | 2226 |
|
|
2017
Q1 | $107K | Buy |
+3,331
| New | +$107K | ﹤0.01% | 1897 |
|
|
2016
Q1 | – | Sell |
-3,270
| Closed | -$27K | – | 4400 |
|
|
2015
Q4 | $27K | Buy |
+3,270
| New | +$27K | ﹤0.01% | 2591 |
|
|
2015
Q2 | – | Sell |
-1,312
| Closed | -$21K | – | 2884 |
|
|
2015
Q1 | $21K | Hold |
1,312
| – | – | ﹤0.01% | 2666 |
|
|
2014
Q4 | $18K | Buy |
1,312
+1,112
| +556% | +$15.3K | ﹤0.01% | 2706 |
|
|
2014
Q3 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 3470 |
|