AssetMark Inc’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 | $1.83K | Buy |
26
+20
| +333% | +$1.41K | ﹤0.01% | 2456 |
|
|
2025
Q1 | $512 | Sell |
6
-3
| -33% | -$256 | ﹤0.01% | 2413 |
|
|
2024
Q4 | $875 | Buy |
+9
| New | +$875 | ﹤0.01% | 2268 |
|
|
2020
Q2 | – | Sell |
-152
| Closed | -$6K | – | 1454 |
|
|
2020
Q1 | $6K | Buy |
152
+70
| +85% | +$2.76K | ﹤0.01% | 1075 |
|
|
2019
Q4 | $5K | Sell |
82
-3,185
| -97% | -$194K | ﹤0.01% | 1117 |
|
|
2019
Q3 | $183K | Sell |
3,267
-47
| -1% | -$2.63K | ﹤0.01% | 514 |
|
|
2019
Q2 | $176K | Sell |
3,314
-882
| -21% | -$46.8K | ﹤0.01% | 492 |
|
|
2019
Q1 | $214K | Sell |
4,196
-530
| -11% | -$27K | ﹤0.01% | 442 |
|
|
2018
Q4 | $204K | Sell |
4,726
-605
| -11% | -$26.1K | ﹤0.01% | 441 |
|
|
2018
Q3 | $282K | Sell |
5,331
-6
| -0.1% | -$317 | ﹤0.01% | 412 |
|
|
2018
Q2 | $297K | Buy |
5,337
+1,691
| +46% | +$94.1K | ﹤0.01% | 396 |
|
|
2018
Q1 | $217K | Buy |
3,646
+3,637
| +40,411% | +$216K | ﹤0.01% | 438 |
|
|
2017
Q4 | $0 | Sell |
9
-30
| -77% | – | ﹤0.01% | 2153 |
|
|
2017
Q3 | $2K | Buy |
39
+4
| +11% | +$205 | ﹤0.01% | 1298 |
|
|
2017
Q2 | $2K | Buy |
35
+23
| +192% | +$1.31K | ﹤0.01% | 1247 |
|
|
2017
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1233 |
|