Morgan Stanley’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 | $12.1M | Buy |
193,568
+106,068
| +121% | +$6.63M | ﹤0.01% | 3271 |
|
|
2025
Q1 | $3.56M | Buy |
87,500
+19,056
| +28% | +$776K | ﹤0.01% | 4204 |
|
|
2024
Q4 | $2.61M | Sell |
68,444
-21,549
| -24% | -$821K | ﹤0.01% | 4520 |
|
|
2024
Q3 | $3.69M | Sell |
89,993
-14,816
| -14% | -$607K | ﹤0.01% | 4202 |
|
|
2024
Q2 | $3.02M | Buy |
104,809
+69,371
| +196% | +$2M | ﹤0.01% | 4281 |
|
|
2024
Q1 | $1.03M | Sell |
35,438
-47,092
| -57% | -$1.37M | ﹤0.01% | 4939 |
|
|
2023
Q4 | $1.77M | Buy |
82,530
+49,997
| +154% | +$1.07M | ﹤0.01% | 4985 |
|
|
2023
Q3 | $665K | Sell |
32,533
-479
| -1% | -$9.79K | ﹤0.01% | 5024 |
|
|
2023
Q2 | $633K | Sell |
33,012
-55,780
| -63% | -$1.07M | ﹤0.01% | 5101 |
|
|
2023
Q1 | $1.39M | Buy |
88,792
+369
| +0.4% | +$5.76K | ﹤0.01% | 4678 |
|
|
2022
Q4 | $1.58M | Buy |
88,423
+68,444
| +343% | +$1.22M | ﹤0.01% | 4604 |
|
|
2022
Q3 | $296K | Buy |
19,979
+1,247
| +7% | +$18.5K | ﹤0.01% | 5541 |
|
|
2022
Q2 | $516K | Buy |
18,732
+10,555
| +129% | +$291K | ﹤0.01% | 5407 |
|
|
2022
Q1 | $249K | Sell |
8,177
-4,876
| -37% | -$148K | ﹤0.01% | 5793 |
|
|
2021
Q4 | $460K | Buy |
13,053
+2,902
| +29% | +$102K | ﹤0.01% | 5602 |
|
|
2021
Q3 | $362K | Sell |
10,151
-35,732
| -78% | -$1.27M | ﹤0.01% | 5685 |
|
|
2021
Q2 | $1.73M | Buy |
45,883
+9,974
| +28% | +$375K | ﹤0.01% | 4742 |
|
|
2021
Q1 | $1.47M | Buy |
35,909
+26,299
| +274% | +$1.08M | ﹤0.01% | 4488 |
|
|
2020
Q4 | $400K | Buy |
9,610
+7,380
| +331% | +$307K | ﹤0.01% | 5224 |
|
|
2020
Q3 | $57K | Sell |
2,230
-3,250
| -59% | -$83.1K | ﹤0.01% | 5682 |
|
|
2020
Q2 | $138K | Buy |
5,480
+1,738
| +46% | +$43.8K | ﹤0.01% | 5247 |
|
|
2020
Q1 | $80K | Sell |
3,742
-13,052
| -78% | -$279K | ﹤0.01% | 5278 |
|
|
2019
Q4 | $533K | Buy |
16,794
+11,812
| +237% | +$375K | ﹤0.01% | 4893 |
|
|
2019
Q3 | $175K | Buy |
4,982
+2,748
| +123% | +$96.5K | ﹤0.01% | 5200 |
|
|
2019
Q2 | $83K | Sell |
2,234
-1,641
| -42% | -$61K | ﹤0.01% | 5410 |
|
|
2019
Q1 | $143K | Sell |
3,875
-12,999
| -77% | -$480K | ﹤0.01% | 5226 |
|
|
2018
Q4 | $590K | Sell |
16,874
-211
| -1% | -$7.38K | ﹤0.01% | 4683 |
|
|
2018
Q3 | $580K | Sell |
17,085
-3,825
| -18% | -$130K | ﹤0.01% | 4921 |
|
|
2018
Q2 | $647K | Buy |
20,910
+112
| +0.5% | +$3.47K | ﹤0.01% | 4925 |
|
|
2018
Q1 | $590K | Sell |
20,798
-21,861
| -51% | -$620K | ﹤0.01% | 4904 |
|
|
2017
Q4 | $1.02M | Buy |
42,659
+16,007
| +60% | +$383K | ﹤0.01% | 4525 |
|
|
2017
Q3 | $865K | Sell |
26,652
-17,448
| -40% | -$566K | ﹤0.01% | 4529 |
|
|
2017
Q2 | $1.35M | Sell |
44,100
-49,106
| -53% | -$1.5M | ﹤0.01% | 4141 |
|
|
2017
Q1 | $3.01M | Buy |
93,206
+34,043
| +58% | +$1.1M | ﹤0.01% | 3429 |
|
|
2016
Q4 | $1.34M | Buy |
59,163
+1,400
| +2% | +$31.6K | ﹤0.01% | 4244 |
|
|
2016
Q3 | $1.01M | Buy |
57,763
+27,146
| +89% | +$476K | ﹤0.01% | 4025 |
|
|
2016
Q2 | $325K | Sell |
30,617
-1,385
| -4% | -$14.7K | ﹤0.01% | 4679 |
|
|
2016
Q1 | $309K | Sell |
32,002
-3,702
| -10% | -$35.7K | ﹤0.01% | 4718 |
|
|
2015
Q4 | $300K | Sell |
35,704
-116,242
| -77% | -$977K | ﹤0.01% | 4873 |
|
|
2015
Q3 | $1.54M | Sell |
151,946
-54,767
| -26% | -$555K | ﹤0.01% | 3747 |
|
|
2015
Q2 | $2.31M | Buy |
206,713
+17,473
| +9% | +$195K | ﹤0.01% | 3495 |
|
|
2015
Q1 | $3M | Sell |
189,240
-48,806
| -21% | -$773K | ﹤0.01% | 3201 |
|
|
2014
Q4 | $3.21M | Buy |
238,046
+16,847
| +8% | +$227K | ﹤0.01% | 3149 |
|
|
2014
Q3 | $3.2M | Buy |
221,199
+181,741
| +461% | +$2.63M | ﹤0.01% | 3040 |
|
|
2014
Q2 | $342K | Buy |
39,458
+27,446
| +228% | +$238K | ﹤0.01% | 4862 |
|
|
2014
Q1 | $54K | Buy |
12,012
+12
| +0.1% | +$54 | ﹤0.01% | 5676 |
|
|
2013
Q4 | $64K | Buy |
+12,000
| New | +$64K | ﹤0.01% | 5512 |
|