UBS Group’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 | $3.27M | Sell |
42,701
-595
| -1% | -$62.9K | ﹤0.01% | 4506 |
|
|
2025
Q4 | $4.49M | Sell |
43,296
-62,282
| -59% | -$6.13M | ﹤0.01% | 4147 |
|
|
2025
Q3 | $10.2M | Buy |
105,578
+89,007
| +537% | +$8.42M | ﹤0.01% | 3272 |
|
|
2025
Q2 | $1.04M | Sell |
16,571
-30,647
| -65% | -$1.46M | ﹤0.01% | 5427 |
|
|
2025
Q1 | $1.92M | Sell |
47,218
-11,497
| -20% | -$425K | ﹤0.01% | 4735 |
|
|
2024
Q4 | $2.24M | Buy |
58,715
+41,270
| +237% | +$1.77M | ﹤0.01% | 4619 |
|
|
2024
Q3 | $714K | Buy |
17,445
+2,337
| +15% | +$84K | ﹤0.01% | 4950 |
|
|
2024
Q2 | $436K | Sell |
15,108
-3,340
| -18% | -$99.6K | ﹤0.01% | 5104 |
|
|
2024
Q1 | $535K | Sell |
18,448
-190
| -1% | -$4.14K | ﹤0.01% | 5152 |
|
|
2023
Q4 | $401K | Buy |
18,638
+4,735
| +34% | +$94.1K | ﹤0.01% | 5277 |
|
|
2023
Q3 | $284K | Buy |
13,903
+228
| +2% | +$4.83K | ﹤0.01% | 5101 |
|
|
2023
Q2 | $262K | Buy |
13,675
+2,618
| +24% | +$44K | ﹤0.01% | 5300 |
|
|
2023
Q1 | $173K | Buy |
11,057
+7,787
| +238% | +$140K | ﹤0.01% | 5508 |
|
|
2022
Q4 | $58.4K | Buy |
3,270
+1,576
| +93% | +$24.3K | ﹤0.01% | 6616 |
|
|
2022
Q3 | $25K | Buy |
1,694
+688
| +68% | +$16.5K | ﹤0.01% | 7113 |
|
|
2022
Q2 | $28K | Sell |
1,006
-4,675
| -82% | -$128K | ﹤0.01% | 6479 |
|
|
2022
Q1 | $175K | Buy |
+5,681
| New | +$177K | ﹤0.01% | 5470 |
|
|
2021
Q3 | – | Sell |
-527
| Closed | -$20K | – | 10139 |
|
|
2021
Q2 | $20K | Sell |
527
-3,416
| -87% | -$132K | ﹤0.01% | 7343 |
|
|
2021
Q1 | $162K | Buy |
3,943
+2,898
| +277% | +$133K | ﹤0.01% | 5619 |
|
|
2020
Q4 | $44K | Buy |
1,045
+699
| +202% | +$24.3K | ﹤0.01% | 6304 |
|
|
2020
Q3 | $9K | Sell |
346
-3,810
| -92% | -$103K | ﹤0.01% | 6955 |
|
|
2020
Q2 | $104K | Buy |
4,156
+79
| +2% | +$1.82K | ﹤0.01% | 5274 |
|
|
2020
Q1 | $87K | Sell |
4,077
-7,688
| -65% | -$237K | ﹤0.01% | 5413 |
|
|
2019
Q4 | $374K | Buy |
11,765
+3,219
| +38% | +$102K | ﹤0.01% | 5093 |
|
|
2019
Q3 | $300K | Buy |
8,546
+6,106
| +250% | +$218K | ﹤0.01% | 4939 |
|
|
2019
Q2 | $90K | Buy |
2,440
+2,310
| +1,777% | +$83.5K | ﹤0.01% | 5449 |
|
|
2019
Q1 | $5K | Sell |
130
-3,576
| -96% | -$127K | ﹤0.01% | 7191 |
|
|
2018
Q4 | $130K | Buy |
3,706
+561
| +18% | +$19.2K | ﹤0.01% | 5313 |
|
|
2018
Q3 | $107K | Buy |
3,145
+1,633
| +108% | +$50.9K | ﹤0.01% | 5547 |
|
|
2018
Q2 | $47K | Buy |
1,512
+1,382
| +1,063% | +$39.9K | ﹤0.01% | 6018 |
|
|
2018
Q1 | $4K | Sell |
130
-358
| -73% | -$8.38K | ﹤0.01% | 7353 |
|
|
2017
Q4 | $12K | Sell |
488
-1,261
| -72% | -$34.2K | ﹤0.01% | 6917 |
|
|
2017
Q3 | $57K | Sell |
1,749
-8,046
| -82% | -$257K | ﹤0.01% | 5705 |
|
|
2017
Q2 | $300K | Buy |
+9,795
| New | +$307K | ﹤0.01% | 4491 |
|
|
2017
Q1 | – | Sell |
-1,084
| Closed | -$24K | – | 8019 |
|
|
2016
Q4 | $24K | Sell |
1,084
-2,211
| -67% | -$44.9K | ﹤0.01% | 6404 |
|
|
2016
Q3 | $58K | Buy |
3,295
+1,916
| +139% | +$27.5K | ﹤0.01% | 5393 |
|
|
2016
Q2 | $15K | Hold |
1,379
| – | – | ﹤0.01% | 6523 |
|
|
2016
Q1 | $13K | Buy |
1,379
+327
| +31% | +$2.72K | ﹤0.01% | 6502 |
|
|
2015
Q4 | $9K | Buy |
+1,052
| New | +$10.5K | ﹤0.01% | 7370 |
|
|
2015
Q3 | – | Sell |
-2,320
| Closed | -$26K | – | 8659 |
|
|
2015
Q2 | $26K | Sell |
2,320
-369
| -14% | -$5.19K | ﹤0.01% | 6630 |
|
|
2015
Q1 | $43K | Sell |
2,689
-2,457
| -48% | -$33.9K | ﹤0.01% | 6203 |
|
|
2014
Q4 | $69K | Buy |
+5,146
| New | +$75.7K | ﹤0.01% | 6086 |
|
Other funds holding WLDN
VCM
VPM
WA
