SCA
Summit Creek Advisors’s Willdan Group WLDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6M | Sell |
313,892
-50,845
| -14% | -$3.18M | 2.73% | 9 |
|
|
2025
Q1 | $14.9M | Sell |
364,737
-416
| -0.1% | -$16.9K | 2.17% | 22 |
|
|
2024
Q4 | $13.9M | Buy |
365,153
+6,119
| +2% | +$233K | 1.83% | 28 |
|
|
2024
Q3 | $14.7M | Buy |
359,034
+3,845
| +1% | +$157K | 2% | 26 |
|
|
2024
Q2 | $10.2M | Sell |
355,189
-19,408
| -5% | -$560K | 1.4% | 37 |
|
|
2024
Q1 | $10.9M | Buy |
374,597
+12,056
| +3% | +$350K | 1.37% | 36 |
|
|
2023
Q4 | $7.79M | Sell |
362,541
-20,262
| -5% | -$436K | 1.04% | 41 |
|
|
2023
Q3 | $7.82M | Buy |
382,803
+1,587
| +0.4% | +$32.4K | 1.06% | 41 |
|
|
2023
Q2 | $7.3M | Buy |
381,216
+215
| +0.1% | +$4.12K | 0.91% | 48 |
|
|
2023
Q1 | $5.95M | Buy |
381,001
+2,705
| +0.7% | +$42.3K | 0.77% | 49 |
|
|
2022
Q4 | $6.75M | Buy |
378,296
+1,375
| +0.4% | +$24.5K | 0.92% | 45 |
|
|
2022
Q3 | $5.58M | Sell |
376,921
-8,397
| -2% | -$124K | 0.77% | 44 |
|
|
2022
Q2 | $10.6M | Sell |
385,318
-88
| -0% | -$2.43K | 1.35% | 36 |
|
|
2022
Q1 | $11.8M | Buy |
385,406
+1,502
| +0.4% | +$46.1K | 1.34% | 35 |
|
|
2021
Q4 | $13.5M | Buy |
383,904
+37,456
| +11% | +$1.32M | 1.36% | 33 |
|
|
2021
Q3 | $12.3M | Buy |
346,448
+23,888
| +7% | +$850K | 1.3% | 40 |
|
|
2021
Q2 | $12.1M | Sell |
322,560
-11,677
| -3% | -$440K | 1.45% | 39 |
|
|
2021
Q1 | $13.7M | Buy |
334,237
+53,556
| +19% | +$2.2M | 1.64% | 34 |
|
|
2020
Q4 | $11.7M | Buy |
280,681
+12,720
| +5% | +$530K | 1.5% | 34 |
|
|
2020
Q3 | $6.84M | Sell |
267,961
-26,960
| -9% | -$688K | 1.01% | 45 |
|
|
2020
Q2 | $7.38M | Sell |
294,921
-60
| -0% | -$1.5K | 1.09% | 44 |
|
|
2020
Q1 | $6.3M | Sell |
294,981
-56,637
| -16% | -$1.21M | 1.26% | 38 |
|
|
2019
Q4 | $11.2M | Buy |
351,618
+46,930
| +15% | +$1.49M | 1.75% | 25 |
|
|
2019
Q3 | $10.7M | Sell |
304,688
-42,757
| -12% | -$1.5M | 1.79% | 28 |
|
|
2019
Q2 | $12.9M | Buy |
347,445
+46,680
| +16% | +$1.74M | 2.17% | 20 |
|
|
2019
Q1 | $11.1M | Buy |
300,765
+64,405
| +27% | +$2.39M | 1.99% | 23 |
|
|
2018
Q4 | $8.27M | Sell |
236,360
-8,370
| -3% | -$293K | 1.67% | 31 |
|
|
2018
Q3 | $8.31M | Sell |
244,730
-580
| -0.2% | -$19.7K | 1.33% | 37 |
|
|
2018
Q2 | $7.6M | Sell |
245,310
-19,906
| -8% | -$616K | 1.36% | 38 |
|
|
2018
Q1 | $7.52M | Buy |
265,216
+55,450
| +26% | +$1.57M | 1.37% | 35 |
|
|
2017
Q4 | $5.02M | Buy |
209,766
+48,040
| +30% | +$1.15M | 0.94% | 51 |
|
|
2017
Q3 | $5.25M | Buy |
+161,726
| New | +$5.25M | 1.03% | 45 |
|