Osaic Holdings’s Willdan Group WLDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.78M | Buy |
23,293
+7,532
| +48% | +$797K | ﹤0.01% | 2174 |
|
|
2025
Q4 | $1.63M | Buy |
15,761
+346
| +2% | +$34.1K | ﹤0.01% | 2261 |
|
|
2025
Q3 | $1.68M | Buy |
15,415
+8
| +0.1% | +$757 | ﹤0.01% | 2321 |
|
|
2025
Q2 | $963K | Sell |
15,407
-223
| -1% | -$10.6K | ﹤0.01% | 2539 |
|
|
2025
Q1 | $636K | Buy |
15,630
+1,316
| +9% | +$48.7K | ﹤0.01% | 2648 |
|
|
2024
Q4 | $545K | Sell |
14,314
-8,717
| -38% | -$374K | ﹤0.01% | 2719 |
|
|
2024
Q3 | $943K | Buy |
23,031
+11,521
| +100% | +$414K | ﹤0.01% | 2297 |
|
|
2024
Q2 | $332K | Buy |
11,510
+330
| +3% | +$9.84K | ﹤0.01% | 3113 |
|
|
2024
Q1 | $324K | Buy |
11,180
+1,020
| +10% | +$22.2K | ﹤0.01% | 3280 |
|
|
2023
Q4 | $218K | Sell |
10,160
-10,000
| -50% | -$199K | ﹤0.01% | 3849 |
|
|
2023
Q3 | $412K | Buy |
20,160
+10,000
| +98% | +$212K | ﹤0.01% | 3413 |
|
|
2023
Q2 | $195K | Sell |
10,160
-5,100
| -33% | -$85.7K | ﹤0.01% | 3911 |
|
|
2023
Q1 | $238K | Buy |
15,260
+15,100
| +9,438% | +$271K | ﹤0.01% | 3726 |
|
|
2022
Q4 | $3K | Hold |
160
| – | – | ﹤0.01% | 6548 |
|
|
2022
Q3 | $2K | Hold |
160
| – | – | ﹤0.01% | 6851 |
|
|
2022
Q2 | $4K | Hold |
160
| – | – | ﹤0.01% | 6639 |
|
|
2022
Q1 | $5K | Hold |
160
| – | – | ﹤0.01% | 6514 |
|
|
2021
Q4 | $6K | Hold |
160
| – | – | ﹤0.01% | 6570 |
|
|
2021
Q3 | $6K | Sell |
160
-300
| -65% | -$11.3K | ﹤0.01% | 6475 |
|
|
2021
Q2 | $17K | Hold |
460
| – | – | ﹤0.01% | 5769 |
|
|
2021
Q1 | $19K | Buy |
460
+300
| +188% | +$13.8K | ﹤0.01% | 5528 |
|
|
2020
Q4 | $7K | Hold |
160
| – | – | ﹤0.01% | 5671 |
|
|
2020
Q3 | $4K | Hold |
160
| – | – | ﹤0.01% | 5667 |
|
|
2020
Q2 | $4K | Hold |
160
| – | – | ﹤0.01% | 5595 |
|
|
2020
Q1 | $3K | Buy |
+160
| New | +$4.93K | ﹤0.01% | 5582 |
|
Other funds holding WLDN
VCM
VPM
WA
