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True Wealth Design’s Willdan Group WLDN Stock Holding History

True Wealth Design’s Portfolio WLDN Stock Details WLDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$438 Hold
7
– – ﹤0.01% 1801
2025
Q1 		$286 Hold
7
– – ﹤0.01% 1799
2024
Q4 		$267 Hold
7
– – ﹤0.01% 1185
2024
Q3 		$287 Buy
+7
New +$287 ﹤0.01% 1166