Mount Yale Investment 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 | $433K | Hold |
6,926
| – | – | 0.03% | 373 |
|
|
2025
Q1 | $282K | Hold |
6,926
| – | – | 0.02% | 451 |
|
|
2024
Q4 | $264K | Hold |
6,926
| – | – | 0.02% | 472 |
|
|
2024
Q3 | $284K | Buy |
+6,926
| New | +$284K | 0.03% | 452 |
|
|
2024
Q2 | – | Sell |
-6,926
| Closed | -$201K | – | 569 |
|
|
2024
Q1 | $201K | Buy |
+6,926
| New | +$201K | 0.02% | 516 |
|
|
2022
Q2 | – | Sell |
-6,926
| Closed | -$213K | – | 502 |
|
|
2022
Q1 | $213K | Hold |
6,926
| – | – | 0.02% | 439 |
|
|
2021
Q4 | $244K | Hold |
6,926
| – | – | 0.03% | 410 |
|
|
2021
Q3 | $246K | Hold |
6,926
| – | – | 0.03% | 400 |
|
|
2021
Q2 | $261K | Hold |
6,926
| – | – | 0.03% | 354 |
|
|
2021
Q1 | $284K | Hold |
6,926
| – | – | 0.04% | 325 |
|
|
2020
Q4 | $289K | Buy |
+6,926
| New | +$289K | 0.04% | 305 |
|
|
2020
Q1 | – | Sell |
-14,579
| Closed | -$483K | – | 336 |
|
|
2019
Q4 | $483K | Sell |
14,579
-42
| -0.3% | -$1.39K | 0.08% | 204 |
|
|
2019
Q3 | $408K | Sell |
14,621
-64
| -0.4% | -$1.79K | 0.07% | 224 |
|
|
2019
Q2 | $487K | Sell |
14,685
-14,398
| -50% | -$477K | 0.09% | 192 |
|
|
2019
Q1 | $1.08M | Sell |
29,083
-24
| -0.1% | -$890 | 0.2% | 109 |
|
|
2018
Q4 | $1.03M | Sell |
29,107
-14,186
| -33% | -$500K | 0.21% | 112 |
|
|
2018
Q3 | $1.63M | Buy |
43,293
+593
| +1% | +$22.3K | 0.28% | 81 |
|
|
2018
Q2 | $1.32M | Sell |
42,700
-1
| -0% | -$31 | 0.25% | 92 |
|
|
2018
Q1 | $1.21M | Buy |
+42,701
| New | +$1.21M | 0.26% | 93 |
|