WAM
Wilsey Asset Management’s Willdan Group WLDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
4,717
-510
| -10% | -$31.9K | 0.05% | 22 |
|
|
2025
Q1 | $213K | Buy |
+5,227
| New | +$213K | 0.04% | 23 |
|
|
2024
Q4 | – | Sell |
-5,227
| Closed | -$214K | – | 24 |
|
|
2024
Q3 | $214K | Buy |
+5,227
| New | +$214K | 0.04% | 22 |
|
|
2023
Q4 | – | Sell |
-15,227
| Closed | -$311K | – | 25 |
|
|
2023
Q3 | $311K | Hold |
15,227
| – | – | 0.07% | 23 |
|
|
2023
Q2 | $292K | Buy |
15,227
+227
| +2% | +$4.35K | 0.06% | 23 |
|
|
2023
Q1 | $234K | Hold |
15,000
| – | – | 0.05% | 25 |
|
|
2022
Q4 | $268K | Sell |
15,000
-12,484
| -45% | -$223K | 0.06% | 23 |
|
|
2022
Q3 | $407K | Buy |
+27,484
| New | +$407K | 0.11% | 23 |
|