BSW Wealth Partners’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 | $1.98M | Hold |
28,077
| – | – | 0.27% | 53 |
|
|
2025
Q1 | $2.4M | Hold |
28,077
| – | – | 0.36% | 43 |
|
|
2024
Q4 | $2.73M | Hold |
28,077
| – | – | 0.4% | 41 |
|
|
2024
Q3 | $3.19M | Buy |
28,077
+9,955
| +55% | +$1.13M | 0.48% | 32 |
|
|
2024
Q2 | $1.78M | Hold |
18,122
| – | – | 0.29% | 47 |
|
|
2024
Q1 | $1.83M | Buy |
18,122
+12,752
| +237% | +$1.29M | 0.31% | 49 |
|
|
2023
Q4 | $596K | Hold |
5,370
| – | – | 0.12% | 106 |
|
|
2023
Q3 | $399K | Hold |
5,370
| – | – | 0.09% | 130 |
|
|
2023
Q2 | $425K | Hold |
5,370
| – | – | 0.09% | 128 |
|
|
2023
Q1 | $409K | Buy |
+5,370
| New | +$409K | 0.08% | 168 |
|