Nisa 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 | $12K | Buy |
192
+145
| +309% | +$9.06K | ﹤0.01% | 2181 |
|
|
2025
Q1 | $1.91K | Buy |
47
+15
| +47% | +$611 | ﹤0.01% | 2483 |
|
|
2024
Q4 | $1.22K | Hold |
32
| – | – | ﹤0.01% | 2630 |
|
|
2024
Q3 | $1.31K | Buy |
32
+12
| +60% | +$491 | ﹤0.01% | 2510 |
|
|
2024
Q2 | $577 | Buy |
+20
| New | +$577 | ﹤0.01% | 2655 |
|
|
2023
Q4 | – | Sell |
-1,320
| Closed | -$27K | – | 2759 |
|
|
2023
Q3 | $27K | Hold |
1,320
| – | – | ﹤0.01% | 1914 |
|
|
2023
Q2 | $25.3K | Buy |
+1,320
| New | +$25.3K | ﹤0.01% | 2015 |
|