Summit Global Investments’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	–	Sell	-5,235	Closed	-$543K	–	544
2025 Q4	$543K	Buy	5,235 +64	+1%	+$6.3K	0.03%	301
2025 Q3	$500K	Sell	5,171 -11,854	-70%	-$1.12M	0.03%	301
2025 Q2	$1.06M	Sell	17,025 -1,426	-8%	-$68K	0.06%	191
2025 Q1	$751K	Sell	18,451 -1,454	-7%	-$53.8K	0.05%	219
2024 Q4	$758K	Buy	+19,905	New	+$854K	0.05%	273
2022 Q2	–	Sell	-10,400	Closed	-$319K	–	541
2022 Q1	$319K	Buy	+10,400	New	+$324K	0.02%	403
2019 Q4	–	Sell	-23,510	Closed	-$825K	–	307
2019 Q3	$825K	Buy	23,510 +2,810	+14%	+$100K	0.1%	180
2019 Q2	$771K	Buy	20,700 +600	+3%	+$21.7K	0.1%	148
2019 Q1	$745K	Buy	20,100 +800	+4%	+$28.5K	0.1%	141
2018 Q4	$675K	Sell	19,300 -5,200	-21%	-$178K	0.1%	155
2018 Q3	$832K	Buy	24,500 +1,500	+7%	+$46.8K	0.11%	160
2018 Q2	$712K	Buy	+23,000	New	+$664K	0.11%	140