Bank of Montreal’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 | $355K | Sell |
5,030
-759
| -13% | -$53.5K | ﹤0.01% | 2216 |
|
2025
Q1 | $494K | Buy |
5,789
+1,231
| +27% | +$105K | ﹤0.01% | 1968 |
|
2024
Q4 | $443K | Buy |
4,558
+310
| +7% | +$30.1K | ﹤0.01% | 2036 |
|
2024
Q3 | $476K | Sell |
4,248
-150
| -3% | -$16.8K | ﹤0.01% | 2174 |
|
2024
Q2 | $432K | Buy |
4,398
+110
| +3% | +$10.8K | ﹤0.01% | 2236 |
|
2024
Q1 | $434K | Buy |
4,288
+250
| +6% | +$25.3K | ﹤0.01% | 2255 |
|
2023
Q4 | $457K | Buy |
4,038
+35
| +0.9% | +$3.96K | ﹤0.01% | 2182 |
|
2023
Q3 | $338K | Sell |
4,003
-72
| -2% | -$6.08K | ﹤0.01% | 2335 |
|
2023
Q2 | $329K | Sell |
4,075
-2,402
| -37% | -$194K | ﹤0.01% | 2513 |
|
2023
Q1 | $604K | Buy |
6,477
+2,085
| +47% | +$194K | ﹤0.01% | 2123 |
|
2022
Q4 | $349K | Buy |
4,392
+1,140
| +35% | +$90.5K | ﹤0.01% | 2434 |
|
2022
Q3 | $314 | Buy |
3,252
+160
| +5% | +$15 | ﹤0.01% | 2502 |
|
2022
Q2 | $307 | Sell |
3,092
-5,040
| -62% | -$500 | ﹤0.01% | 2605 |
|
2022
Q1 | $1.08M | Buy |
8,132
+23
| +0.3% | +$3.05K | ﹤0.01% | 1882 |
|
2021
Q4 | $1.24M | Sell |
8,109
-2,068
| -20% | -$315K | ﹤0.01% | 1773 |
|
2021
Q3 | $1.18M | Sell |
10,177
-224
| -2% | -$25.9K | ﹤0.01% | 2219 |
|
2021
Q2 | $1.12M | Buy |
10,401
+1,366
| +15% | +$147K | ﹤0.01% | 2291 |
|
2021
Q1 | $964K | Buy |
9,035
+864
| +11% | +$92.2K | ﹤0.01% | 1929 |
|
2020
Q4 | $732K | Sell |
8,171
-83,550
| -91% | -$7.48M | ﹤0.01% | 2097 |
|
2020
Q3 | $5.4M | Sell |
91,721
-90,486
| -50% | -$5.33M | ﹤0.01% | 1027 |
|
2020
Q2 | $8.37M | Buy |
182,207
+12,257
| +7% | +$563K | 0.01% | 835 |
|
2020
Q1 | $5.28M | Sell |
169,950
-6,129
| -3% | -$190K | 0.01% | 881 |
|
2019
Q4 | $11.4M | Buy |
176,079
+62,829
| +55% | +$4.06M | 0.01% | 802 |
|
2019
Q3 | $6.33M | Buy |
113,250
+26,383
| +30% | +$1.48M | 0.01% | 940 |
|
2019
Q2 | $4.62M | Sell |
86,867
-4,628
| -5% | -$246K | ﹤0.01% | 1077 |
|
2019
Q1 | $4.66M | Sell |
91,495
-4,208
| -4% | -$214K | ﹤0.01% | 1081 |
|
2018
Q4 | $4.14M | Buy |
95,703
+10,154
| +12% | +$439K | ﹤0.01% | 1077 |
|
2018
Q3 | $4.53M | Buy |
85,549
+26,986
| +46% | +$1.43M | ﹤0.01% | 1147 |
|
2018
Q2 | $3.26M | Sell |
58,563
-1,129
| -2% | -$62.8K | ﹤0.01% | 1268 |
|
2018
Q1 | $3.55M | Buy |
59,692
+553
| +0.9% | +$32.9K | ﹤0.01% | 1230 |
|
2017
Q4 | $2.81M | Buy |
59,139
+4,871
| +9% | +$231K | ﹤0.01% | 1318 |
|
2017
Q3 | $2.84M | Sell |
54,268
-3,750
| -6% | -$196K | ﹤0.01% | 1357 |
|
2017
Q2 | $2.83M | Sell |
58,018
-24,728
| -30% | -$1.21M | ﹤0.01% | 1346 |
|
2017
Q1 | $3.45M | Sell |
82,746
-12,851
| -13% | -$536K | ﹤0.01% | 1167 |
|
2016
Q4 | $2.81M | Buy |
95,597
+25,265
| +36% | +$743K | ﹤0.01% | 1245 |
|
2016
Q3 | $1.78M | Sell |
70,332
-21,913
| -24% | -$553K | ﹤0.01% | 1450 |
|
2016
Q2 | $2.1M | Sell |
92,245
-17,701
| -16% | -$403K | ﹤0.01% | 1382 |
|
2016
Q1 | $2.67M | Sell |
109,946
-6,040
| -5% | -$147K | ﹤0.01% | 1216 |
|
2015
Q4 | $3.34M | Buy |
115,986
+82,219
| +243% | +$2.37M | ﹤0.01% | 1099 |
|
2015
Q3 | $880K | Sell |
33,767
-3,850
| -10% | -$100K | ﹤0.01% | 1477 |
|
2015
Q2 | $1.01M | Sell |
37,617
-2,090
| -5% | -$55.9K | ﹤0.01% | 1526 |
|
2015
Q1 | $704K | Buy |
39,707
+9,438
| +31% | +$167K | ﹤0.01% | 1623 |
|
2014
Q4 | $531K | Buy |
30,269
+14,530
| +92% | +$255K | ﹤0.01% | 1720 |
|
2014
Q3 | $209K | Buy |
15,739
+370
| +2% | +$4.91K | ﹤0.01% | 2102 |
|
2014
Q2 | $217K | Buy |
15,369
+3,939
| +34% | +$55.6K | ﹤0.01% | 2103 |
|
2014
Q1 | $187K | Buy |
+11,430
| New | +$187K | ﹤0.01% | 2056 |
|