A detailed history of Mount Yale Investment Advisors, LLC transactions in Willdan Group, Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 6,926 shares of WLDN stock, worth $266,096. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,926
Holding current value
$266,096
% of portfolio
0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$29.09 - $41.12 $201,477 - $284,797
6,926 New
6,926 $283,000
Q1 2024

May 15, 2024

BUY
$17.92 - $30.1 $124,113 - $208,472
6,926 New
6,926 $200,000
Q2 2022

Aug 02, 2022

SELL
$23.28 - $32.56 $161,237 - $225,510
-6,926 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$26.17 - $44.91 $181,253 - $311,046
6,926 New
6,926 $289,000
Q1 2020

May 04, 2020

SELL
$18.63 - $37.61 $271,606 - $548,316
-14,579 Closed
0 $0
Q4 2019

Feb 13, 2020

SELL
$26.99 - $39.37 $1,133 - $1,653
-42 Reduced 0.29%
14,579 $483,000
Q3 2019

Nov 14, 2019

SELL
$32.27 - $39.56 $2,065 - $2,531
-64 Reduced 0.44%
14,621 $408,000
Q2 2019

Aug 13, 2019

SELL
$31.12 - $40.24 $448,065 - $579,375
-14,398 Reduced 49.51%
14,685 $487,000
Q1 2019

May 15, 2019

SELL
$32.62 - $39.06 $782 - $937
-24 Reduced 0.08%
29,083 $1.08 Million
Q4 2018

Feb 14, 2019

SELL
$29.75 - $38.31 $422,033 - $543,465
-14,186 Reduced 32.77%
29,107 $1.03 Million
Q3 2018

Nov 13, 2018

BUY
$27.88 - $34.5 $16,532 - $20,458
593 Added 1.39%
43,293 $1.63 Million
Q2 2018

Aug 22, 2018

SELL
$25.63 - $30.97 $25 - $30
-1 Reduced -0.0%
42,700 $1.32 Million
Q1 2018

Jun 25, 2018

BUY
$19.59 - $28.35 $836,512 - $1.21 Million
42,701 New
42,701 $1.21 Million

Others Institutions Holding WLDN

About Willdan Group, Inc.


  • Ticker WLDN
  • Exchange NASDAQ
  • Sector Industrials
  • Industry Engineering & Construction
  • Shares Outstandng 13,282,100
  • Market Cap $510M
  • Description
  • Willdan Group, Inc., together with its subsidiaries, provides professional, technical and consulting services primarily in the United States. It operates in two segments, Energy, and Engineering and Consulting. The Energy segment offers comprehensive audit and surveys, program design, master planning, demand reduction, grid optimization, benchma...
More about WLDN
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