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Willdan shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Willdan (WLDN) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Willdan

Tip: Access up to 7 years of quarterly data

All positions including Willdan held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Willdan by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $201k 6.9k 28.99
2022-03-31 $213k 6.9k 30.75
2021-12-31 $244k 6.9k 35.23
2021-09-30 $246k 6.9k 35.52
2021-06-30 $261k 6.9k 37.68
2021-03-31 $284k 6.9k 41.00
2020-12-31 $289k 6.9k 41.73
2019-12-31 $483k 15k 33.13
2019-09-30 $408k 15k 27.91
2019-06-30 $487k 15k 33.16
2019-03-31 $1.1M 29k 37.07
2018-12-31 $1.0M 29k 35.21
2018-09-30 $1.6M 43k 37.58
2018-06-30 $1.3M 43k 30.96
2018-03-31 $1.2M 43k 28.36