Dimensional Fund Advisors’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 | $26.9M | Sell |
430,445
-49,002
| -10% | -$3.06M | 0.01% | 1829 |
|
|
2025
Q1 | $19.5M | Buy |
479,447
+60,128
| +14% | +$2.45M | ﹤0.01% | 1960 |
|
|
2024
Q4 | $16M | Buy |
419,319
+49,217
| +13% | +$1.87M | ﹤0.01% | 2091 |
|
|
2024
Q3 | $15.2M | Buy |
370,102
+45,957
| +14% | +$1.88M | ﹤0.01% | 2122 |
|
|
2024
Q2 | $9.35M | Buy |
324,145
+41,367
| +15% | +$1.19M | ﹤0.01% | 2294 |
|
|
2024
Q1 | $8.2M | Buy |
282,778
+17,167
| +6% | +$498K | ﹤0.01% | 2394 |
|
|
2023
Q4 | $5.71M | Buy |
265,611
+20,259
| +8% | +$436K | ﹤0.01% | 2517 |
|
|
2023
Q3 | $5.01M | Sell |
245,352
-12,430
| -5% | -$254K | ﹤0.01% | 2530 |
|
|
2023
Q2 | $4.94M | Buy |
257,782
+19,511
| +8% | +$374K | ﹤0.01% | 2535 |
|
|
2023
Q1 | $3.72M | Buy |
238,271
+7,253
| +3% | +$113K | ﹤0.01% | 2575 |
|
|
2022
Q4 | $4.12K | Sell |
231,018
-14,868
| -6% | -$265 | ﹤0.01% | 2509 |
|
|
2022
Q3 | $3.64M | Buy |
245,886
+2,969
| +1% | +$44K | ﹤0.01% | 2530 |
|
|
2022
Q2 | $6.7M | Buy |
242,917
+23,299
| +11% | +$642K | ﹤0.01% | 2358 |
|
|
2022
Q1 | $6.74M | Buy |
219,618
+16,494
| +8% | +$506K | ﹤0.01% | 2444 |
|
|
2021
Q4 | $7.15M | Sell |
203,124
-411
| -0.2% | -$14.5K | ﹤0.01% | 2441 |
|
|
2021
Q3 | $7.24M | Buy |
203,535
+2,828
| +1% | +$101K | ﹤0.01% | 2458 |
|
|
2021
Q2 | $7.55M | Buy |
200,707
+9,754
| +5% | +$367K | ﹤0.01% | 2468 |
|
|
2021
Q1 | $7.84M | Buy |
190,953
+3,005
| +2% | +$123K | ﹤0.01% | 2423 |
|
|
2020
Q4 | $7.84M | Buy |
187,948
+4,842
| +3% | +$202K | ﹤0.01% | 2367 |
|
|
2020
Q3 | $4.68M | Sell |
183,106
-24,822
| -12% | -$634K | ﹤0.01% | 2462 |
|
|
2020
Q2 | $5.2M | Sell |
207,928
-40,621
| -16% | -$1.02M | ﹤0.01% | 2466 |
|
|
2020
Q1 | $5.31M | Sell |
248,549
-82,275
| -25% | -$1.76M | ﹤0.01% | 2380 |
|
|
2019
Q4 | $10.5M | Sell |
330,824
-119,695
| -27% | -$3.8M | ﹤0.01% | 2331 |
|
|
2019
Q3 | $15.8M | Sell |
450,519
-22,014
| -5% | -$772K | 0.01% | 2137 |
|
|
2019
Q2 | $17.6M | Sell |
472,533
-437
| -0.1% | -$16.3K | 0.01% | 2130 |
|
|
2019
Q1 | $17.5M | Buy |
472,970
+5,229
| +1% | +$194K | 0.01% | 2121 |
|
|
2018
Q4 | $16.4M | Buy |
467,741
+4,094
| +0.9% | +$143K | 0.01% | 2093 |
|
|
2018
Q3 | $15.7M | Buy |
463,647
+19,269
| +4% | +$654K | 0.01% | 2246 |
|
|
2018
Q2 | $13.8M | Buy |
444,378
+13,836
| +3% | +$428K | 0.01% | 2280 |
|
|
2018
Q1 | $12.2M | Buy |
430,542
+179
| +0% | +$5.08K | 0.01% | 2294 |
|
|
2017
Q4 | $10.3M | Buy |
430,363
+15,443
| +4% | +$370K | ﹤0.01% | 2369 |
|
|
2017
Q3 | $13.5M | Buy |
414,920
+6,232
| +2% | +$202K | 0.01% | 2244 |
|
|
2017
Q2 | $12.5M | Buy |
408,688
+30,030
| +8% | +$917K | 0.01% | 2255 |
|
|
2017
Q1 | $12.2M | Buy |
378,658
+76,343
| +25% | +$2.46M | 0.01% | 2241 |
|
|
2016
Q4 | $6.83M | Buy |
302,315
+56,149
| +23% | +$1.27M | ﹤0.01% | 2453 |
|
|
2016
Q3 | $4.32M | Buy |
246,166
+28,825
| +13% | +$506K | ﹤0.01% | 2565 |
|
|
2016
Q2 | $2.31M | Buy |
217,341
+2,784
| +1% | +$29.6K | ﹤0.01% | 2734 |
|
|
2016
Q1 | $2.07M | Buy |
214,557
+2,700
| +1% | +$26K | ﹤0.01% | 2754 |
|
|
2015
Q4 | $1.78M | Buy |
211,857
+9,789
| +5% | +$82K | ﹤0.01% | 2840 |
|
|
2015
Q3 | $2.05M | Sell |
202,068
-12,149
| -6% | -$123K | ﹤0.01% | 2813 |
|
|
2015
Q2 | $2.4M | Sell |
214,217
-30,856
| -13% | -$345K | ﹤0.01% | 2801 |
|
|
2015
Q1 | $3.88M | Buy |
245,073
+34,601
| +16% | +$548K | ﹤0.01% | 2646 |
|
|
2014
Q4 | $2.84M | Buy |
210,472
+33,738
| +19% | +$455K | ﹤0.01% | 2750 |
|
|
2014
Q3 | $2.56M | Buy |
176,734
+28,563
| +19% | +$413K | ﹤0.01% | 2777 |
|
|
2014
Q2 | $1.29M | Buy |
148,171
+11,800
| +9% | +$102K | ﹤0.01% | 2978 |
|
|
2014
Q1 | $618K | Buy |
136,371
+4,300
| +3% | +$19.5K | ﹤0.01% | 3146 |
|
|
2013
Q4 | $711K | Hold |
132,071
| – | – | ﹤0.01% | 3102 |
|
|
2013
Q3 | $489K | Sell |
132,071
-200
| -0.2% | -$741 | ﹤0.01% | 3194 |
|
|
2013
Q2 | $382K | Buy |
+132,271
| New | +$382K | ﹤0.01% | 3226 |
|