Osaic Holdings’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 | $527K | Sell |
13,831
-1,799
| -12% | -$68.5K | ﹤0.01% | 2769 |
|
|
2025
Q1 | $636K | Buy |
15,630
+1,316
| +9% | +$53.6K | ﹤0.01% | 2646 |
|
|
2024
Q4 | $545K | Sell |
14,314
-8,717
| -38% | -$332K | ﹤0.01% | 2717 |
|
|
2024
Q3 | $943K | Buy |
23,031
+11,521
| +100% | +$472K | ﹤0.01% | 2297 |
|
|
2024
Q2 | $332K | Buy |
11,510
+330
| +3% | +$9.52K | ﹤0.01% | 3113 |
|
|
2024
Q1 | $324K | Buy |
11,180
+1,020
| +10% | +$29.6K | ﹤0.01% | 3280 |
|
|
2023
Q4 | $218K | Sell |
10,160
-10,000
| -50% | -$215K | ﹤0.01% | 3849 |
|
|
2023
Q3 | $412K | Buy |
20,160
+10,000
| +98% | +$204K | ﹤0.01% | 3413 |
|
|
2023
Q2 | $195K | Sell |
10,160
-5,100
| -33% | -$97.7K | ﹤0.01% | 3911 |
|
|
2023
Q1 | $238K | Buy |
15,260
+15,100
| +9,438% | +$236K | ﹤0.01% | 3726 |
|
|
2022
Q4 | $3K | Hold |
160
| – | – | ﹤0.01% | 6495 |
|
|
2022
Q3 | $2K | Hold |
160
| – | – | ﹤0.01% | 6765 |
|
|
2022
Q2 | $4K | Hold |
160
| – | – | ﹤0.01% | 6592 |
|
|
2022
Q1 | $5K | Hold |
160
| – | – | ﹤0.01% | 6434 |
|
|
2021
Q4 | $6K | Hold |
160
| – | – | ﹤0.01% | 6478 |
|
|
2021
Q3 | $6K | Sell |
160
-300
| -65% | -$11.3K | ﹤0.01% | 6450 |
|
|
2021
Q2 | $17K | Hold |
460
| – | – | ﹤0.01% | 5752 |
|
|
2021
Q1 | $19K | Buy |
460
+300
| +188% | +$12.4K | ﹤0.01% | 5502 |
|
|
2020
Q4 | $7K | Hold |
160
| – | – | ﹤0.01% | 5614 |
|
|
2020
Q3 | $4K | Hold |
160
| – | – | ﹤0.01% | 5617 |
|
|
2020
Q2 | $4K | Hold |
160
| – | – | ﹤0.01% | 5530 |
|
|
2020
Q1 | $3K | Buy |
+160
| New | +$3K | ﹤0.01% | 5503 |
|