UBS AM’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 | $686K | Buy |
+10,979
| New | +$686K | ﹤0.01% | 2454 |
|
|
2021
Q2 | – | Sell |
-4,900
| Closed | -$201K | – | 2783 |
|
|
2021
Q1 | $201K | Hold |
4,900
| – | – | ﹤0.01% | 2564 |
|
|
2020
Q4 | $204K | Buy |
+4,900
| New | +$204K | ﹤0.01% | 2498 |
|
|
2020
Q1 | – | Sell |
-6,300
| Closed | -$200K | – | 2532 |
|
|
2019
Q4 | $200K | Hold |
6,300
| – | – | ﹤0.01% | 2477 |
|
|
2019
Q3 | $221K | Buy |
+6,300
| New | +$221K | ﹤0.01% | 2550 |
|