Wells Fargo’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 | $9.33M | Sell |
149,335
-35,317
| -19% | -$2.21M | ﹤0.01% | 1783 |
|
2025
Q1 | $7.52M | Buy |
184,652
+9,318
| +5% | +$379K | ﹤0.01% | 1869 |
|
2024
Q4 | $6.68M | Buy |
175,334
+169,555
| +2,934% | +$6.46M | ﹤0.01% | 1942 |
|
2024
Q3 | $237K | Buy |
5,779
+129
| +2% | +$5.28K | ﹤0.01% | 4084 |
|
2024
Q2 | $163K | Buy |
5,650
+1,288
| +30% | +$37.2K | ﹤0.01% | 4287 |
|
2024
Q1 | $126K | Buy |
4,362
+601
| +16% | +$17.4K | ﹤0.01% | 4390 |
|
2023
Q4 | $80.9K | Buy |
3,761
+742
| +25% | +$16K | ﹤0.01% | 4624 |
|
2023
Q3 | $61.7K | Sell |
3,019
-1,626
| -35% | -$33.2K | ﹤0.01% | 4728 |
|
2023
Q2 | $89K | Buy |
4,645
+2,518
| +118% | +$48.2K | ﹤0.01% | 4850 |
|
2023
Q1 | $33.2K | Buy |
2,127
+2,085
| +4,964% | +$32.6K | ﹤0.01% | 5088 |
|
2022
Q4 | $750 | Sell |
42
-51
| -55% | -$911 | ﹤0.01% | 5943 |
|
2022
Q3 | $2K | Sell |
93
-75
| -45% | -$1.61K | ﹤0.01% | 5877 |
|
2022
Q2 | $5K | Sell |
168
-2,305
| -93% | -$68.6K | ﹤0.01% | 5735 |
|
2022
Q1 | $76K | Sell |
2,473
-3,885
| -61% | -$119K | ﹤0.01% | 5127 |
|
2021
Q4 | $224K | Buy |
+6,358
| New | +$224K | ﹤0.01% | 4848 |
|
2021
Q2 | – | Sell |
-3,272
| Closed | -$134K | – | 7088 |
|
2021
Q1 | $134K | Sell |
3,272
-19,465
| -86% | -$797K | ﹤0.01% | 5019 |
|
2020
Q4 | $948K | Sell |
22,737
-2,807
| -11% | -$117K | ﹤0.01% | 4003 |
|
2020
Q3 | $652K | Sell |
25,544
-1,773
| -6% | -$45.3K | ﹤0.01% | 4067 |
|
2020
Q2 | $683K | Buy |
27,317
+6,537
| +31% | +$163K | ﹤0.01% | 3996 |
|
2020
Q1 | $445K | Sell |
20,780
-328
| -2% | -$7.02K | ﹤0.01% | 3999 |
|
2019
Q4 | $670K | Buy |
21,108
+695
| +3% | +$22.1K | ﹤0.01% | 4055 |
|
2019
Q3 | $715K | Sell |
20,413
-9,039
| -31% | -$317K | ﹤0.01% | 4019 |
|
2019
Q2 | $1.1M | Buy |
29,452
+10,846
| +58% | +$404K | ﹤0.01% | 3750 |
|
2019
Q1 | $691K | Buy |
18,606
+548
| +3% | +$20.4K | ﹤0.01% | 4099 |
|
2018
Q4 | $632K | Buy |
18,058
+5,658
| +46% | +$198K | ﹤0.01% | 4077 |
|
2018
Q3 | $422K | Buy |
12,400
+959
| +8% | +$32.6K | ﹤0.01% | 4432 |
|
2018
Q2 | $355K | Sell |
11,441
-250
| -2% | -$7.76K | ﹤0.01% | 4573 |
|
2018
Q1 | $331K | Sell |
11,691
-12,073
| -51% | -$342K | ﹤0.01% | 4542 |
|
2017
Q4 | $569K | Buy |
23,764
+14,695
| +162% | +$352K | ﹤0.01% | 4204 |
|
2017
Q3 | $295K | Buy |
9,069
+8,809
| +3,388% | +$287K | ﹤0.01% | 4540 |
|
2017
Q2 | $8K | Sell |
260
-8,866
| -97% | -$273K | ﹤0.01% | 5471 |
|
2017
Q1 | $294K | Buy |
9,126
+8,915
| +4,225% | +$287K | ﹤0.01% | 4429 |
|
2016
Q4 | $5K | Sell |
211
-9,082
| -98% | -$215K | ﹤0.01% | 5591 |
|
2016
Q3 | $163K | Buy |
+9,293
| New | +$163K | ﹤0.01% | 4423 |
|