JPMorgan Chase & Co’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 | $5.45M | Buy |
87,234
+8,602
| +11% | +$538K | ﹤0.01% | 2637 |
|
|
2025
Q1 | $3.2M | Buy |
78,632
+22,904
| +41% | +$933K | ﹤0.01% | 2964 |
|
|
2024
Q4 | $2.12M | Sell |
55,728
-20,858
| -27% | -$794K | ﹤0.01% | 3359 |
|
|
2024
Q3 | $3.14M | Buy |
76,586
+34,699
| +83% | +$1.42M | ﹤0.01% | 2936 |
|
|
2024
Q2 | $1.21M | Buy |
41,887
+7,873
| +23% | +$227K | ﹤0.01% | 3401 |
|
|
2024
Q1 | $986K | Buy |
34,014
+15,493
| +84% | +$449K | ﹤0.01% | 3584 |
|
|
2023
Q4 | $398K | Buy |
18,521
+4,092
| +28% | +$88K | ﹤0.01% | 4031 |
|
|
2023
Q3 | $295K | Buy |
14,429
+4,937
| +52% | +$101K | ﹤0.01% | 4000 |
|
|
2023
Q2 | $182K | Buy |
9,492
+556
| +6% | +$10.7K | ﹤0.01% | 4325 |
|
|
2023
Q1 | $140K | Sell |
8,936
-6,822
| -43% | -$107K | ﹤0.01% | 4504 |
|
|
2022
Q4 | $281K | Buy |
15,758
+3,869
| +33% | +$69K | ﹤0.01% | 4057 |
|
|
2022
Q3 | $176K | Sell |
11,889
-41,461
| -78% | -$614K | ﹤0.01% | 4223 |
|
|
2022
Q2 | $1.47M | Sell |
53,350
-16,616
| -24% | -$458K | ﹤0.01% | 3219 |
|
|
2022
Q1 | $2.15M | Buy |
69,966
+53,702
| +330% | +$1.65M | ﹤0.01% | 3120 |
|
|
2021
Q4 | $572K | Sell |
16,264
-8,050
| -33% | -$283K | ﹤0.01% | 3986 |
|
|
2021
Q3 | $865K | Sell |
24,314
-30,400
| -56% | -$1.08M | ﹤0.01% | 3695 |
|
|
2021
Q2 | $2.06M | Buy |
54,714
+2,675
| +5% | +$101K | ﹤0.01% | 3202 |
|
|
2021
Q1 | $2.14M | Buy |
52,039
+21,496
| +70% | +$883K | ﹤0.01% | 3206 |
|
|
2020
Q4 | $1.27M | Buy |
30,543
+18,774
| +160% | +$782K | ﹤0.01% | 3240 |
|
|
2020
Q3 | $334K | Buy |
11,769
+8,301
| +239% | +$236K | ﹤0.01% | 3545 |
|
|
2020
Q2 | $87K | Sell |
3,468
-12,203
| -78% | -$306K | ﹤0.01% | 4013 |
|
|
2020
Q1 | $334K | Buy |
15,671
+7,777
| +99% | +$166K | ﹤0.01% | 3495 |
|
|
2019
Q4 | $251K | Buy |
7,894
+2,155
| +38% | +$68.5K | ﹤0.01% | 3741 |
|
|
2019
Q3 | $202K | Sell |
5,739
-887
| -13% | -$31.2K | ﹤0.01% | 3743 |
|
|
2019
Q2 | $249K | Sell |
6,626
-435
| -6% | -$16.3K | ﹤0.01% | 3685 |
|
|
2019
Q1 | $262K | Buy |
7,061
+1,090
| +18% | +$40.4K | ﹤0.01% | 3647 |
|
|
2018
Q4 | $209K | Buy |
5,971
+4,151
| +228% | +$145K | ﹤0.01% | 3790 |
|
|
2018
Q3 | $62K | Buy |
1,820
+225
| +14% | +$7.67K | ﹤0.01% | 4284 |
|
|
2018
Q2 | $49K | Buy |
1,595
+49
| +3% | +$1.51K | ﹤0.01% | 4318 |
|
|
2018
Q1 | $44K | Sell |
1,546
-110
| -7% | -$3.13K | ﹤0.01% | 4198 |
|
|
2017
Q4 | $40K | Buy |
+1,656
| New | +$40K | ﹤0.01% | 4197 |
|
|
2017
Q3 | – | Sell |
-3,574
| Closed | -$109K | – | 4437 |
|
|
2017
Q2 | $109K | Buy |
+3,574
| New | +$109K | ﹤0.01% | 3548 |
|
|
2017
Q1 | – | Sell |
-181
| Closed | -$4K | – | 4550 |
|
|
2016
Q4 | $4K | Sell |
181
-4,292
| -96% | -$94.9K | ﹤0.01% | 4343 |
|
|
2016
Q3 | $79K | Buy |
4,473
+2,690
| +151% | +$47.5K | ﹤0.01% | 3482 |
|
|
2016
Q2 | $19K | Buy |
1,783
+1,183
| +197% | +$12.6K | ﹤0.01% | 3725 |
|
|
2016
Q1 | $6K | Buy |
+600
| New | +$6K | ﹤0.01% | 3848 |
|