Allworth Financial’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.7K | Buy |
479
+257
| +116% | +$18.1K | ﹤0.01% | 2181 |
|
|
2025
Q1 | $17K | Buy |
222
+20
| +10% | +$1.53K | ﹤0.01% | 2168 |
|
|
2024
Q4 | $19.2K | Buy |
202
+55
| +37% | +$5.23K | ﹤0.01% | 2129 |
|
|
2024
Q3 | $16.7K | Buy |
147
+41
| +39% | +$4.67K | ﹤0.01% | 2022 |
|
|
2024
Q2 | $11.3K | Hold |
106
| – | – | ﹤0.01% | 2177 |
|
|
2024
Q1 | $10.7K | Hold |
106
| – | – | ﹤0.01% | 2079 |
|
|
2023
Q4 | $11.7K | Sell |
106
-255
| -71% | -$28.2K | ﹤0.01% | 1919 |
|
|
2023
Q3 | $26.8K | Sell |
361
-15
| -4% | -$1.11K | ﹤0.01% | 1359 |
|
|
2023
Q2 | $29.7K | Buy |
376
+236
| +169% | +$18.7K | ﹤0.01% | 1323 |
|
|
2023
Q1 | $10.7K | Sell |
140
-11
| -7% | -$838 | ﹤0.01% | 1767 |
|
|
2022
Q4 | $11.9K | Buy |
151
+10
| +7% | +$785 | ﹤0.01% | 1635 |
|
|
2022
Q3 | $12K | Buy |
141
+1
| +0.7% | +$85 | ﹤0.01% | 1582 |
|
|
2022
Q2 | $13K | Buy |
140
+10
| +8% | +$929 | ﹤0.01% | 1468 |
|
|
2022
Q1 | $17K | Hold |
130
| – | – | ﹤0.01% | 1326 |
|
|
2021
Q4 | $20K | Hold |
130
| – | – | ﹤0.01% | 1132 |
|
|
2021
Q3 | $15K | Hold |
130
| – | – | ﹤0.01% | 1132 |
|
|
2021
Q2 | $14K | Hold |
130
| – | – | ﹤0.01% | 954 |
|
|
2021
Q1 | $13K | Buy |
+130
| New | +$13K | ﹤0.01% | 918 |
|