Arkadios Wealth Advisors’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 | $205K | Buy |
2,913
+29
| +1% | +$2.04K | 0.01% | 1179 |
|
|
2025
Q1 | $246K | Sell |
2,884
-48
| -2% | -$4.1K | 0.01% | 972 |
|
|
2024
Q4 | $285K | Buy |
2,932
+12
| +0.4% | +$1.17K | 0.02% | 737 |
|
|
2024
Q3 | $332K | Buy |
+2,920
| New | +$332K | 0.02% | 672 |
|
|
2024
Q1 | – | Sell |
-1,845
| Closed | -$205K | – | 779 |
|
|
2023
Q4 | $205K | Buy |
+1,845
| New | +$205K | 0.02% | 643 |
|
|
2023
Q2 | – | Sell |
-2,763
| Closed | -$210K | – | 641 |
|
|
2023
Q1 | $210K | Sell |
2,763
-121
| -4% | -$9.22K | 0.03% | 558 |
|
|
2022
Q4 | $226K | Buy |
2,884
+3
| +0.1% | +$235 | 0.03% | 483 |
|
|
2022
Q3 | $241K | Sell |
2,881
-793
| -22% | -$66.3K | 0.04% | 432 |
|
|
2022
Q2 | $354K | Buy |
+3,674
| New | +$354K | 0.05% | 354 |
|