EIM
Essex Investment Management’s Willdan Group WLDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.7M | Sell |
107,227
-29,863
| -22% | -$1.87M | 1.22% | 15 |
|
|
2025
Q1 | $5.58M | Sell |
137,090
-917
| -0.7% | -$37.3K | 1.16% | 16 |
|
|
2024
Q4 | $5.26M | Sell |
138,007
-17,754
| -11% | -$676K | 0.95% | 25 |
|
|
2024
Q3 | $6.38M | Buy |
155,761
+538
| +0.3% | +$22K | 1.11% | 19 |
|
|
2024
Q2 | $4.48M | Buy |
155,223
+19,887
| +15% | +$574K | 0.84% | 36 |
|
|
2024
Q1 | $3.92M | Buy |
135,336
+2,100
| +2% | +$60.9K | 0.77% | 41 |
|
|
2023
Q4 | $2.86M | Sell |
133,236
-10,291
| -7% | -$221K | 0.56% | 59 |
|
|
2023
Q3 | $2.93M | Sell |
143,527
-1,932
| -1% | -$39.5K | 0.48% | 65 |
|
|
2023
Q2 | $2.79M | Buy |
145,459
+64,190
| +79% | +$1.23M | 0.39% | 87 |
|
|
2023
Q1 | $1.27M | Buy |
81,269
+11,595
| +17% | +$181K | 0.18% | 168 |
|
|
2022
Q4 | $1.24M | Buy |
69,674
+23,644
| +51% | +$422K | 0.19% | 162 |
|
|
2022
Q3 | $682K | Buy |
46,030
+1,288
| +3% | +$19.1K | 0.11% | 219 |
|
|
2022
Q2 | $1.23M | Buy |
44,742
+1,504
| +3% | +$41.5K | 0.2% | 154 |
|
|
2022
Q1 | $1.33M | Buy |
43,238
+1,995
| +5% | +$61.2K | 0.17% | 193 |
|
|
2021
Q4 | $1.45M | Buy |
41,243
+3,070
| +8% | +$108K | 0.17% | 189 |
|
|
2021
Q3 | $1.36M | Sell |
38,173
-243
| -0.6% | -$8.65K | 0.17% | 189 |
|
|
2021
Q2 | $1.45M | Sell |
38,416
-3,300
| -8% | -$124K | 0.17% | 195 |
|
|
2021
Q1 | $1.71M | Sell |
41,716
-4,470
| -10% | -$183K | 0.21% | 166 |
|
|
2020
Q4 | $1.93M | Sell |
46,186
-8,473
| -16% | -$353K | 0.24% | 136 |
|
|
2020
Q3 | $1.39M | Buy |
54,659
+1,792
| +3% | +$45.7K | 0.2% | 163 |
|
|
2020
Q2 | $1.32M | Sell |
52,867
-259
| -0.5% | -$6.48K | 0.22% | 155 |
|
|
2020
Q1 | $1.14M | Sell |
53,126
-2,840
| -5% | -$60.7K | 0.23% | 143 |
|
|
2019
Q4 | $1.78M | Buy |
55,966
+2,635
| +5% | +$83.8K | 0.22% | 155 |
|
|
2019
Q3 | $1.87M | Sell |
53,331
-6,147
| -10% | -$216K | 0.27% | 110 |
|
|
2019
Q2 | $2.22M | Buy |
59,478
+8,483
| +17% | +$316K | 0.3% | 102 |
|
|
2019
Q1 | $1.89M | Sell |
50,995
-1,813
| -3% | -$67.2K | 0.28% | 113 |
|
|
2018
Q4 | $1.85M | Sell |
52,808
-3,516
| -6% | -$123K | 0.29% | 103 |
|
|
2018
Q3 | $1.91M | Buy |
56,324
+2,270
| +4% | +$77.1K | 0.22% | 138 |
|
|
2018
Q2 | $1.67M | Buy |
54,054
+65
| +0.1% | +$2.01K | 0.21% | 152 |
|
|
2018
Q1 | $1.53M | Sell |
53,989
-3,982
| -7% | -$113K | 0.2% | 149 |
|
|
2017
Q4 | $1.39M | Sell |
57,971
-500
| -0.9% | -$12K | 0.18% | 176 |
|
|
2017
Q3 | $1.9M | Sell |
58,471
-1,041
| -2% | -$33.8K | 0.26% | 128 |
|
|
2017
Q2 | $1.82M | Buy |
59,512
+15,811
| +36% | +$483K | 0.26% | 126 |
|
|
2017
Q1 | $1.41M | Buy |
43,701
+10,618
| +32% | +$343K | 0.22% | 130 |
|
|
2016
Q4 | $747K | Sell |
33,083
-15,322
| -32% | -$346K | 0.12% | 196 |
|
|
2016
Q3 | $850K | Sell |
48,405
-1,134
| -2% | -$19.9K | 0.14% | 186 |
|
|
2016
Q2 | $526K | Sell |
49,539
-546
| -1% | -$5.8K | 0.09% | 226 |
|
|
2016
Q1 | $483K | Sell |
50,085
-7,154
| -12% | -$69K | 0.08% | 234 |
|
|
2015
Q4 | $480K | Sell |
57,239
-4,120
| -7% | -$34.6K | 0.08% | 237 |
|
|
2015
Q3 | $622K | Buy |
61,359
+23,923
| +64% | +$243K | 0.1% | 201 |
|
|
2015
Q2 | $419K | Sell |
37,436
-788
| -2% | -$8.82K | 0.06% | 243 |
|
|
2015
Q1 | $605K | Sell |
38,224
-224
| -0.6% | -$3.55K | 0.08% | 219 |
|
|
2014
Q4 | $519K | Sell |
38,448
-20,831
| -35% | -$281K | 0.08% | 217 |
|
|
2014
Q3 | $857K | Buy |
+59,279
| New | +$857K | 0.13% | 178 |
|