Wedbush Securities’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 | $396K | Sell |
6,330
-3,050
| -33% | -$191K | 0.01% | 717 |
|
2025
Q1 | $382K | Buy |
9,380
+2,530
| +37% | +$103K | 0.01% | 707 |
|
2024
Q4 | $261K | Hold |
6,850
| – | – | 0.01% | 891 |
|
2024
Q3 | $281K | Buy |
+6,850
| New | +$281K | 0.01% | 834 |
|
2024
Q1 | – | Sell |
-11,850
| Closed | -$255K | – | 1284 |
|
2023
Q4 | $255K | Hold |
11,850
| – | – | 0.01% | 846 |
|
2023
Q3 | $242K | Hold |
11,850
| – | – | 0.01% | 827 |
|
2023
Q2 | $227K | Hold |
11,850
| – | – | 0.01% | 878 |
|
2023
Q1 | $185K | Sell |
11,850
-700
| -6% | -$10.9K | 0.01% | 958 |
|
2022
Q4 | $224K | Sell |
12,550
-500
| -4% | -$8.92K | 0.01% | 859 |
|
2022
Q3 | $193K | Hold |
13,050
| – | – | 0.01% | 907 |
|
2022
Q2 | $360K | Sell |
13,050
-2,200
| -14% | -$60.7K | 0.02% | 669 |
|
2022
Q1 | $468K | Buy |
15,250
+5,000
| +49% | +$153K | 0.02% | 611 |
|
2021
Q4 | $361K | Sell |
10,250
-4,000
| -28% | -$141K | 0.02% | 784 |
|
2021
Q3 | $507K | Buy |
14,250
+1,000
| +8% | +$35.6K | 0.02% | 608 |
|
2021
Q2 | $499K | Buy |
13,250
+100
| +0.8% | +$3.77K | 0.02% | 628 |
|
2021
Q1 | $540K | Sell |
13,150
-2,403
| -15% | -$98.7K | 0.03% | 552 |
|
2020
Q4 | $649K | Sell |
15,553
-3,206
| -17% | -$134K | 0.06% | 376 |
|
2020
Q3 | $479K | Sell |
18,759
-55,884
| -75% | -$1.43M | 0.05% | 439 |
|
2020
Q2 | $1.87M | Buy |
74,643
+32,584
| +77% | +$815K | 0.18% | 124 |
|
2020
Q1 | $899K | Sell |
42,059
-98,560
| -70% | -$2.11M | 0.11% | 198 |
|
2019
Q4 | $4.47M | Sell |
140,619
-39,779
| -22% | -$1.26M | 0.4% | 44 |
|
2019
Q3 | $6.33M | Sell |
180,398
-20,773
| -10% | -$729K | 0.62% | 23 |
|
2019
Q2 | $7.49M | Sell |
201,171
-20,688
| -9% | -$771K | 0.75% | 19 |
|
2019
Q1 | $8.22M | Sell |
221,859
-19,057
| -8% | -$706K | 0.88% | 16 |
|
2018
Q4 | $8.43M | Sell |
240,916
-30,567
| -11% | -$1.07M | 1.08% | 7 |
|
2018
Q3 | $9.22M | Sell |
271,483
-26,019
| -9% | -$884K | 1.05% | 7 |
|
2018
Q2 | $9.21M | Sell |
297,502
-20,111
| -6% | -$623K | 1.14% | 7 |
|
2018
Q1 | $9M | Sell |
317,613
-472
| -0.1% | -$13.4K | 1.18% | 6 |
|
2017
Q4 | $7.62M | Sell |
318,085
-1,500
| -0.5% | -$35.9K | 0.93% | 12 |
|
2017
Q3 | $10.4M | Sell |
319,585
-6,424
| -2% | -$209K | 1.35% | 3 |
|
2017
Q2 | $9.96M | Sell |
326,009
-22,922
| -7% | -$700K | 1.29% | 3 |
|
2017
Q1 | $11.3M | Sell |
348,931
-40,158
| -10% | -$1.3M | 1.53% | 3 |
|
2016
Q4 | $8.79M | Sell |
389,089
-37,494
| -9% | -$847K | 1.29% | 4 |
|
2016
Q3 | $7.49M | Sell |
426,583
-40,035
| -9% | -$703K | 1.12% | 4 |
|
2016
Q2 | $4.96M | Sell |
466,618
-7,041
| -1% | -$74.8K | 0.81% | 14 |
|
2016
Q1 | $4.57M | Buy |
473,659
+4,000
| +0.9% | +$38.6K | 0.79% | 17 |
|
2015
Q4 | $3.94M | Buy |
469,659
+331,775
| +241% | +$2.78M | 0.71% | 18 |
|
2015
Q3 | $1.4M | Sell |
137,884
-328
| -0.2% | -$3.33K | 0.28% | 74 |
|
2015
Q2 | $1.55M | Buy |
138,212
+17,806
| +15% | +$199K | 0.29% | 71 |
|
2015
Q1 | $1.91M | Sell |
120,406
-76,016
| -39% | -$1.2M | 0.32% | 63 |
|
2014
Q4 | $2.65M | Sell |
196,422
-57,501
| -23% | -$776K | 0.41% | 38 |
|
2014
Q3 | $3.67M | Sell |
253,923
-147,305
| -37% | -$2.13M | 0.57% | 21 |
|
2014
Q2 | $3.48M | Sell |
401,228
-31,541
| -7% | -$273K | 0.55% | 23 |
|
2014
Q1 | $1.96M | Sell |
432,769
-2,100
| -0.5% | -$9.51K | 0.34% | 63 |
|
2013
Q4 | $2.31M | Sell |
434,869
-12,200
| -3% | -$64.8K | 0.55% | 39 |
|
2013
Q3 | $1.66M | Sell |
447,069
-5,600
| -1% | -$20.8K | 0.44% | 60 |
|
2013
Q2 | $1.36M | Buy |
+452,669
| New | +$1.36M | 0.37% | 68 |
|