Envestnet Asset Management’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 | $1.78M | Buy |
28,419
+4,417
| +18% | +$276K | ﹤0.01% | 2912 |
|
|
2025
Q1 | $977K | Buy |
24,002
+6,125
| +34% | +$249K | ﹤0.01% | 3225 |
|
|
2024
Q4 | $681K | Buy |
17,877
+4,375
| +32% | +$167K | ﹤0.01% | 3407 |
|
|
2024
Q3 | $553K | Buy |
+13,502
| New | +$553K | ﹤0.01% | 3493 |
|
|
2018
Q3 | – | Sell |
-3,646
| Closed | -$113K | – | 2630 |
|
|
2018
Q2 | $113K | Buy |
3,646
+1,225
| +51% | +$38K | ﹤0.01% | 1945 |
|
|
2018
Q1 | $69K | Buy |
2,421
+843
| +53% | +$24K | ﹤0.01% | 2036 |
|
|
2017
Q4 | $38K | Sell |
1,578
-1,019
| -39% | -$24.5K | ﹤0.01% | 2391 |
|
|
2017
Q3 | $84K | Sell |
2,597
-221
| -8% | -$7.15K | ﹤0.01% | 2131 |
|
|
2017
Q2 | $86K | Buy |
+2,818
| New | +$86K | ﹤0.01% | 2194 |
|