Carson Advisory’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 | $881K | Sell |
12,500
-100
| -0.8% | -$7.05K | 0.56% | 50 |
|
|
2025
Q1 | $1.08M | Hold |
12,600
| – | – | 0.72% | 36 |
|
|
2024
Q4 | $1.22M | Sell |
12,600
-150
| -1% | -$14.6K | 0.85% | 29 |
|
|
2024
Q3 | $1.45M | Hold |
12,750
| – | – | 0.91% | 25 |
|
|
2024
Q2 | $1.25M | Sell |
12,750
-350
| -3% | -$34.4K | 0.88% | 28 |
|
|
2024
Q1 | $1.32M | Sell |
13,100
-50
| -0.4% | -$5.05K | 0.93% | 27 |
|
|
2023
Q4 | $1.46M | Sell |
13,150
-850
| -6% | -$94.4K | 1.14% | 25 |
|
|
2023
Q3 | $1.04M | Buy |
14,000
+50
| +0.4% | +$3.71K | 0.91% | 31 |
|
|
2023
Q2 | $1.1M | Buy |
13,950
+1,800
| +15% | +$142K | 0.93% | 29 |
|
|
2023
Q1 | $925K | Buy |
12,150
+150
| +1% | +$11.4K | 0.82% | 36 |
|
|
2022
Q4 | $942K | Buy |
12,000
+1,100
| +10% | +$86.3K | 0.9% | 31 |
|
|
2022
Q3 | $913K | Buy |
10,900
+50
| +0.5% | +$4.19K | 1.01% | 27 |
|
|
2022
Q2 | $1.05M | Buy |
10,850
+400
| +4% | +$38.5K | 1.17% | 21 |
|
|
2022
Q1 | $1.35M | Buy |
10,450
+100
| +1% | +$12.9K | 1.35% | 19 |
|
|
2021
Q4 | $1.56M | Buy |
+10,350
| New | +$1.56M | 1.58% | 14 |
|