Fidelity Investments’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 | $804K | Buy |
12,860
+32
| +0.2% | +$2K | ﹤0.01% | 2796 |
|
|
2025
Q1 | $522K | Buy |
12,828
+8,846
| +222% | +$360K | ﹤0.01% | 2884 |
|
|
2024
Q4 | $152K | Buy |
3,982
+47
| +1% | +$1.79K | ﹤0.01% | 3374 |
|
|
2024
Q3 | $161K | Buy |
3,935
+3,048
| +344% | +$125K | ﹤0.01% | 3271 |
|
|
2024
Q2 | $25.6K | Buy |
887
+299
| +51% | +$8.62K | ﹤0.01% | 3952 |
|
|
2024
Q1 | $17K | Sell |
588
-58
| -9% | -$1.68K | ﹤0.01% | 4073 |
|
|
2023
Q4 | $13.9K | Buy |
646
+15
| +2% | +$323 | ﹤0.01% | 4120 |
|
|
2023
Q3 | $12.9K | Sell |
631
-57
| -8% | -$1.16K | ﹤0.01% | 4006 |
|
|
2023
Q2 | $13.2K | Buy |
688
+438
| +175% | +$8.39K | ﹤0.01% | 4045 |
|
|
2023
Q1 | $3.91K | Sell |
250
-68
| -21% | -$1.06K | ﹤0.01% | 4453 |
|
|
2022
Q4 | $5.68K | Buy |
318
+192
| +152% | +$3.43K | ﹤0.01% | 4211 |
|
|
2022
Q3 | $2K | Sell |
126
-4
| -3% | -$63 | ﹤0.01% | 4600 |
|
|
2022
Q2 | $4K | Sell |
130
-52
| -29% | -$1.6K | ﹤0.01% | 4410 |
|
|
2022
Q1 | $6K | Buy |
182
+181
| +18,100% | +$5.97K | ﹤0.01% | 4405 |
|
|
2021
Q4 | $0 | Sell |
1
-16,328
| -100% | – | ﹤0.01% | 4996 |
|
|
2021
Q3 | $581K | Buy |
16,329
+158
| +1% | +$5.62K | ﹤0.01% | 2766 |
|
|
2021
Q2 | $609K | Sell |
16,171
-1,010
| -6% | -$38K | ﹤0.01% | 2739 |
|
|
2021
Q1 | $705K | Sell |
17,181
-18,170
| -51% | -$746K | ﹤0.01% | 2640 |
|
|
2020
Q4 | $1.47M | Sell |
35,351
-190
| -0.5% | -$7.92K | ﹤0.01% | 2456 |
|
|
2020
Q3 | $907K | Sell |
35,541
-2,550
| -7% | -$65.1K | ﹤0.01% | 2441 |
|
|
2020
Q2 | $953K | Sell |
38,091
-322
| -0.8% | -$8.06K | ﹤0.01% | 2403 |
|
|
2020
Q1 | $821K | Buy |
38,413
+17,412
| +83% | +$372K | ﹤0.01% | 2362 |
|
|
2019
Q4 | $667K | Buy |
21,001
+3,100
| +17% | +$98.5K | ﹤0.01% | 2454 |
|
|
2019
Q3 | $628K | Sell |
17,901
-1,800
| -9% | -$63.1K | ﹤0.01% | 2492 |
|
|
2019
Q2 | $734K | Buy |
19,701
+19,544
| +12,448% | +$728K | ﹤0.01% | 2487 |
|
|
2019
Q1 | $6K | Hold |
157
| – | – | ﹤0.01% | 3236 |
|
|
2018
Q4 | $5K | Hold |
157
| – | – | ﹤0.01% | 3199 |
|
|
2018
Q3 | $5K | Buy |
+157
| New | +$5K | ﹤0.01% | 3275 |
|