Burney Company’s Walker & Dunlop WD Stock Holding History

Burney Company’s Portfolio WD Stock Details WD Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$390K	Buy	5,528 +1,004	+22%	+$70.8K	0.01%	454
2025 Q1	$386K	Sell	4,524 -1,145	-20%	-$97.7K	0.01%	452
2024 Q4	$551K	Buy	5,669 +750	+15%	+$72.9K	0.02%	409
2024 Q3	$559K	Sell	4,919 -210	-4%	-$23.9K	0.02%	417
2024 Q2	$504K	Sell	5,129 -404	-7%	-$39.7K	0.02%	423
2024 Q1	$559K	Sell	5,533 -218	-4%	-$22K	0.02%	414
2023 Q4	$638K	Sell	5,751 -500	-8%	-$55.5K	0.03%	387
2023 Q3	$464K	Sell	6,251 -850	-12%	-$63.1K	0.02%	412
2023 Q2	$562K	Sell	7,101 -1,159	-14%	-$91.7K	0.03%	385
2023 Q1	$629K	Sell	8,260 -570	-6%	-$43.4K	0.03%	368
2022 Q4	$693K	Sell	8,830 -2,420	-22%	-$190K	0.04%	345
2022 Q3	$942K	Sell	11,250 -3,534	-24%	-$296K	0.05%	308
2022 Q2	$1.42M	Sell	14,784 -4,294	-23%	-$414K	0.07%	252
2022 Q1	$2.47M	Sell	19,078 -3,042	-14%	-$394K	0.11%	201
2021 Q4	$3.34M	Sell	22,120 -1,449	-6%	-$219K	0.14%	171
2021 Q3	$2.68M	Sell	23,569 -4,307	-15%	-$489K	0.13%	193
2021 Q2	$2.91M	Sell	27,876 -8,600	-24%	-$898K	0.14%	187
2021 Q1	$3.75M	Sell	36,476 -57,374	-61%	-$5.9M	0.18%	146
2020 Q4	$8.64M	Sell	93,850 -2,240	-2%	-$206K	0.47%	63
2020 Q3	$5.09M	Sell	96,090 -1,219	-1%	-$64.6K	0.32%	97
2020 Q2	$4.94M	Sell	97,309 -2,188	-2%	-$111K	0.32%	93
2020 Q1	$4.01M	Buy	99,497 +12,233	+14%	+$493K	0.31%	96
2019 Q4	$5.64M	Buy	87,264 +3,854	+5%	+$249K	0.31%	106
2019 Q3	$4.67M	Sell	83,410 -259	-0.3%	-$14.5K	0.28%	110
2019 Q2	$4.45M	Buy	83,669 +3,644	+5%	+$194K	0.27%	115
2019 Q1	$4.07M	Sell	80,025 -16,605	-17%	-$845K	0.25%	127
2018 Q4	$4.18M	Sell	96,630 -30,281	-24%	-$1.31M	0.29%	111
2018 Q3	$6.71M	Buy	126,911 +10,020	+9%	+$530K	0.4%	79
2018 Q2	$6.51M	Buy	116,891 +111,846	+2,217%	+$6.22M	0.38%	80
2018 Q1	$300K	Buy	+5,045	New	+$300K	0.02%	336