First Trust 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 | $9.77M | Buy |
156,328
+7,564
| +5% | +$473K | 0.01% | 1094 |
|
|
2025
Q1 | $6.06M | Sell |
148,764
-7,781
| -5% | -$317K | 0.01% | 1225 |
|
|
2024
Q4 | $5.96M | Buy |
156,545
+11,806
| +8% | +$450K | 0.01% | 1263 |
|
|
2024
Q3 | $5.93M | Buy |
144,739
+102,149
| +240% | +$4.18M | 0.01% | 1243 |
|
|
2024
Q2 | $1.23M | Buy |
42,590
+16,760
| +65% | +$484K | ﹤0.01% | 1895 |
|
|
2024
Q1 | $749K | Buy |
25,830
+2,898
| +13% | +$84K | ﹤0.01% | 2052 |
|
|
2023
Q4 | $493K | Sell |
22,932
-6,696
| -23% | -$144K | ﹤0.01% | 2140 |
|
|
2023
Q3 | $605K | Buy |
29,628
+4,054
| +16% | +$82.8K | ﹤0.01% | 2113 |
|
|
2023
Q2 | $490K | Buy |
25,574
+4,543
| +22% | +$87K | ﹤0.01% | 2144 |
|
|
2023
Q1 | $329K | Sell |
21,031
-283
| -1% | -$4.42K | ﹤0.01% | 2224 |
|
|
2022
Q4 | $380K | Buy |
21,314
+3,602
| +20% | +$64.3K | ﹤0.01% | 2265 |
|
|
2022
Q3 | $262K | Sell |
17,712
-101,248
| -85% | -$1.5M | ﹤0.01% | 2356 |
|
|
2022
Q2 | $3.28M | Sell |
118,960
-5,215
| -4% | -$144K | ﹤0.01% | 1493 |
|
|
2022
Q1 | $3.81M | Buy |
124,175
+87,793
| +241% | +$2.69M | ﹤0.01% | 1493 |
|
|
2021
Q4 | $1.28M | Buy |
36,382
+11,905
| +49% | +$419K | ﹤0.01% | 1971 |
|
|
2021
Q3 | $871K | Sell |
24,477
-22,932
| -48% | -$816K | ﹤0.01% | 2084 |
|
|
2021
Q2 | $1.78M | Buy |
47,409
+5,971
| +14% | +$225K | ﹤0.01% | 1848 |
|
|
2021
Q1 | $1.7M | Buy |
41,438
+2,576
| +7% | +$106K | ﹤0.01% | 1783 |
|
|
2020
Q4 | $1.62M | Buy |
38,862
+3,574
| +10% | +$149K | ﹤0.01% | 1687 |
|
|
2020
Q3 | $900K | Buy |
35,288
+4,351
| +14% | +$111K | ﹤0.01% | 1809 |
|
|
2020
Q2 | $774K | Buy |
30,937
+4,507
| +17% | +$113K | ﹤0.01% | 1849 |
|
|
2020
Q1 | $565K | Sell |
26,430
-2,993
| -10% | -$64K | ﹤0.01% | 1886 |
|
|
2019
Q4 | $935K | Buy |
29,423
+551
| +2% | +$17.5K | ﹤0.01% | 1906 |
|
|
2019
Q3 | $1.01M | Buy |
28,872
+6,140
| +27% | +$215K | ﹤0.01% | 1865 |
|
|
2019
Q2 | $847K | Sell |
22,732
-935
| -4% | -$34.8K | ﹤0.01% | 1926 |
|
|
2019
Q1 | $877K | Buy |
23,667
+6,715
| +40% | +$249K | ﹤0.01% | 1912 |
|
|
2018
Q4 | $593K | Buy |
16,952
+5,310
| +46% | +$186K | ﹤0.01% | 2070 |
|
|
2018
Q3 | $395K | Buy |
11,642
+3,004
| +35% | +$102K | ﹤0.01% | 2263 |
|
|
2018
Q2 | $268K | Buy |
8,638
+1,398
| +19% | +$43.4K | ﹤0.01% | 2306 |
|
|
2018
Q1 | $205K | Buy |
+7,240
| New | +$205K | ﹤0.01% | 2239 |
|