Oberweis Asset Management’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 | $6.88M | Hold |
110,100
| – | – | 0.3% | 116 |
|
2025
Q1 | $4.48M | Buy |
110,100
+30,000
| +37% | +$1.22M | 0.22% | 138 |
|
2024
Q4 | $3.05M | Buy |
80,100
+1,000
| +1% | +$38.1K | 0.14% | 166 |
|
2024
Q3 | $3.24M | Hold |
79,100
| – | – | 0.17% | 166 |
|
2024
Q2 | $2.28M | Buy |
+79,100
| New | +$2.28M | 0.14% | 167 |
|
2017
Q4 | – | Sell |
-8,257
| Closed | -$268K | – | 243 |
|
2017
Q3 | $268K | Hold |
8,257
| – | – | 0.07% | 137 |
|
2017
Q2 | $252K | Sell |
8,257
-2,700
| -25% | -$82.4K | 0.07% | 125 |
|
2017
Q1 | $353K | Sell |
10,957
-2,000
| -15% | -$64.4K | 0.1% | 113 |
|
2016
Q4 | $293K | Hold |
12,957
| – | – | 0.09% | 114 |
|
2016
Q3 | $227K | Buy |
+12,957
| New | +$227K | 0.07% | 127 |
|
2015
Q1 | – | Sell |
-12,500
| Closed | -$169K | – | 184 |
|
2014
Q4 | $169K | Sell |
12,500
-8,700
| -41% | -$118K | 0.05% | 123 |
|
2014
Q3 | $307K | Buy |
+21,200
| New | +$307K | 0.08% | 114 |
|