Summit Global Investments’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 | $1.06M | Sell |
17,025
-1,426
| -8% | -$89.1K | 0.06% | 191 |
|
|
2025
Q1 | $751K | Sell |
18,451
-1,454
| -7% | -$59.2K | 0.05% | 219 |
|
|
2024
Q4 | $758K | Buy |
+19,905
| New | +$758K | 0.05% | 273 |
|
|
2022
Q2 | – | Sell |
-10,400
| Closed | -$319K | – | 541 |
|
|
2022
Q1 | $319K | Buy |
+10,400
| New | +$319K | 0.02% | 403 |
|
|
2019
Q4 | – | Sell |
-23,510
| Closed | -$825K | – | 307 |
|
|
2019
Q3 | $825K | Buy |
23,510
+2,810
| +14% | +$98.6K | 0.1% | 180 |
|
|
2019
Q2 | $771K | Buy |
20,700
+600
| +3% | +$22.3K | 0.1% | 148 |
|
|
2019
Q1 | $745K | Buy |
20,100
+800
| +4% | +$29.7K | 0.1% | 141 |
|
|
2018
Q4 | $675K | Sell |
19,300
-5,200
| -21% | -$182K | 0.1% | 155 |
|
|
2018
Q3 | $832K | Buy |
24,500
+1,500
| +7% | +$50.9K | 0.11% | 160 |
|
|
2018
Q2 | $712K | Buy |
+23,000
| New | +$712K | 0.11% | 140 |
|