SG Americas Securities’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 | $324K | Sell |
5,189
-2,455
| -32% | -$153K | ﹤0.01% | 1759 |
|
|
2025
Q1 | $311K | Sell |
7,644
-6,283
| -45% | -$256K | ﹤0.01% | 1946 |
|
|
2024
Q4 | $530K | Buy |
13,927
+6,353
| +84% | +$242K | ﹤0.01% | 1119 |
|
|
2024
Q3 | $310K | Buy |
+7,574
| New | +$310K | ﹤0.01% | 1880 |
|
|
2024
Q2 | – | Sell |
-4,399
| Closed | -$128K | – | 2870 |
|
|
2024
Q1 | $128K | Sell |
4,399
-2,377
| -35% | -$69.2K | ﹤0.01% | 2094 |
|
|
2023
Q4 | $146K | Buy |
6,776
+1,448
| +27% | +$31.2K | ﹤0.01% | 2232 |
|
|
2023
Q3 | $109K | Buy |
+5,328
| New | +$109K | ﹤0.01% | 2482 |
|
|
2022
Q3 | – | Sell |
-4,004
| Closed | -$110K | – | 3171 |
|
|
2022
Q2 | $110K | Buy |
+4,004
| New | +$110K | ﹤0.01% | 2799 |
|
|
2021
Q4 | – | Sell |
-4,423
| Closed | -$157K | – | 3393 |
|
|
2021
Q3 | $157K | Buy |
+4,423
| New | +$157K | ﹤0.01% | 3128 |
|
|
2021
Q1 | – | Sell |
-3,533
| Closed | -$147K | – | 3041 |
|
|
2020
Q4 | $147K | Buy |
+3,533
| New | +$147K | ﹤0.01% | 2489 |
|
|
2020
Q3 | – | Sell |
-6,156
| Closed | -$154K | – | 2952 |
|
|
2020
Q2 | $154K | Buy |
+6,156
| New | +$154K | ﹤0.01% | 2664 |
|