BSW Wealth Partners’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $1.98M | Hold |
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|
2025
Q1 | $2.4M | Hold |
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|
2024
Q4 | $2.73M | Hold |
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|
2024
Q3 | $3.19M | Buy |
|
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|
2024
Q2 | $1.78M | Hold |
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|
2024
Q1 | $1.83M | Buy |
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|
2023
Q4 | $596K | Hold |
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|
2023
Q3 | $399K | Hold |
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|
2023
Q2 | $425K | Hold |
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|
2023
Q1 | $409K | Buy |
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