Whittier Trust’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 | $1.87M | Hold |
23,657
| – | – | 0.02% | 275 |
|
|
2025
Q4 | $2.69M | Buy |
23,657
+1,021
| +5% | +$101K | 0.03% | 244 |
|
|
2025
Q3 | $2.06M | Hold |
22,636
| – | – | 0.02% | 268 |
|
|
2025
Q2 | $1.41M | Hold |
22,636
| – | – | 0.02% | 333 |
|
|
2025
Q1 | $922K | Buy |
22,636
+5,800
| +34% | +$215K | 0.01% | 386 |
|
|
2024
Q4 | $641K | Buy |
+16,836
| New | +$722K | 0.01% | 455 |
|
|
2022
Q4 | – | Sell |
-58,209
| Closed | -$862K | – | 1738 |
|
|
2022
Q3 | $862K | Buy |
58,209
+2,655
| +5% | +$63.5K | 0.02% | 375 |
|
|
2022
Q2 | $1.53M | Buy |
55,554
+3,718
| +7% | +$102K | 0.03% | 305 |
|
|
2022
Q1 | $1.59M | Hold |
51,836
| – | – | 0.03% | 310 |
|
|
2021
Q4 | $1.82M | Hold |
51,836
| – | – | 0.03% | 293 |
|
|
2021
Q3 | $1.84M | Hold |
51,836
| – | – | 0.03% | 280 |
|
|
2021
Q2 | $1.95M | Buy |
51,836
+3,439
| +7% | +$133K | 0.03% | 271 |
|
|
2021
Q1 | $1.99M | Hold |
48,397
| – | – | 0.04% | 269 |
|
|
2020
Q4 | $2.02M | Buy |
48,397
+5,000
| +12% | +$174K | 0.04% | 250 |
|
|
2020
Q3 | $1.11M | Buy |
43,397
+2,414
| +6% | +$65.1K | 0.03% | 310 |
|
|
2020
Q2 | $1.02M | Hold |
40,983
| – | – | 0.03% | 299 |
|
|
2020
Q1 | $875K | Hold |
40,983
| – | – | 0.03% | 305 |
|
|
2019
Q4 | $1.3M | Hold |
40,983
| – | – | 0.03% | 278 |
|
|
2019
Q3 | $1.44M | Hold |
40,983
| – | – | 0.04% | 266 |
|
|
2019
Q2 | $1.53M | Buy |
40,983
+2,873
| +8% | +$104K | 0.04% | 256 |
|
|
2019
Q1 | $1.41M | Hold |
38,110
| – | – | 0.04% | 263 |
|
|
2018
Q4 | $1.33M | Buy |
+38,110
| New | +$1.3M | 0.05% | 258 |
|
Other funds holding WLDN
VCM
VPM
WA
