Mount Yale Investment Advisors’s Willdan Group WLDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Hold |
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|
2025
Q1 | $282K | Hold |
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|
2024
Q4 | $264K | Hold |
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|
2024
Q3 | $284K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $213K | Hold |
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|
2021
Q4 | $244K | Hold |
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|
2021
Q3 | $246K | Hold |
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|
2021
Q2 | $261K | Hold |
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|
2021
Q1 | $284K | Hold |
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|
2020
Q4 | $289K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $483K | Sell |
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|
2019
Q3 | $408K | Sell |
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|
2019
Q2 | $487K | Sell |
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|
2019
Q1 | $1.08M | Sell |
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|
2018
Q4 | $1.02M | Sell |
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|
2018
Q3 | $1.63M | Buy |
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|
2018
Q2 | $1.32M | Sell |
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|
2018
Q1 | $1.21M | Buy |
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