IFP 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 | $2.5K | Buy |
+38
| New | +$2.5K | ﹤0.01% | 3795 |
|
|
2025
Q1 | – | Sell |
-7
| Closed | -$267 | – | 4720 |
|
|
2024
Q4 | $267 | Buy |
+7
| New | +$267 | ﹤0.01% | 3605 |
|
|
2023
Q4 | – | Sell |
-19
| Closed | -$388 | – | 3366 |
|
|
2023
Q3 | $388 | Hold |
19
| – | – | ﹤0.01% | 3131 |
|
|
2023
Q2 | $364 | Hold |
19
| – | – | ﹤0.01% | 3245 |
|
|
2023
Q1 | $555 | Hold |
19
| – | – | ﹤0.01% | 3174 |
|
|
2022
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 4515 |
|
|
2017
Q3 | – | Sell |
-175
| Closed | -$5K | – | 4180 |
|
|
2017
Q2 | $5K | Buy |
+175
| New | +$5K | ﹤0.01% | 3402 |
|