Brinker Capital Investments’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,590
| Closed | -$252K | – | 1984 |
|
|
2024
Q4 | $252K | Sell |
2,590
-545
| -17% | -$53K | ﹤0.01% | 1641 |
|
|
2024
Q3 | $356K | Buy |
+3,135
| New | +$356K | ﹤0.01% | 1453 |
|
|
2024
Q2 | – | Sell |
-2,341
| Closed | -$237K | – | 1811 |
|
|
2024
Q1 | $237K | Sell |
2,341
-492
| -17% | -$49.7K | ﹤0.01% | 1554 |
|
|
2023
Q4 | $284K | Buy |
+2,833
| New | +$284K | ﹤0.01% | 1427 |
|
|
2023
Q2 | – | Sell |
-2,653
| Closed | -$202K | – | 1684 |
|
|
2023
Q1 | $202K | Buy |
+2,653
| New | +$202K | ﹤0.01% | 1502 |
|
|
2022
Q4 | – | Sell |
-2,725
| Closed | -$228K | – | 1399 |
|
|
2022
Q3 | $228K | Sell |
2,725
-1,919
| -41% | -$161K | ﹤0.01% | 1229 |
|
|
2022
Q2 | $447K | Sell |
4,644
-17
| -0.4% | -$1.64K | 0.01% | 1017 |
|
|
2022
Q1 | $603K | Sell |
4,661
-5
| -0.1% | -$647 | 0.01% | 982 |
|
|
2021
Q4 | $704K | Sell |
4,666
-2,041
| -30% | -$308K | 0.01% | 945 |
|
|
2021
Q3 | $700K | Hold |
6,707
| – | – | 0.01% | 873 |
|
|
2021
Q2 | $700K | Sell |
6,707
-223
| -3% | -$23.3K | 0.01% | 928 |
|
|
2021
Q1 | $712K | Sell |
6,930
-6,662
| -49% | -$684K | 0.01% | 800 |
|
|
2020
Q4 | $1.25M | Buy |
13,592
+4,369
| +47% | +$402K | 0.02% | 645 |
|
|
2020
Q3 | $489K | Buy |
+9,223
| New | +$489K | 0.01% | 911 |
|