Carson Wealth (CWM LLC)’s Walker & Dunlop WD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26K | Sell |
370
-41
| -10% | -$2.88K | ﹤0.01% | 3758 |
|
|
2025
Q1 | $35K | Sell |
411
-562
| -58% | -$47.9K | ﹤0.01% | 3269 |
|
|
2024
Q4 | $95K | Buy |
973
+16
| +2% | +$1.56K | ﹤0.01% | 2313 |
|
|
2024
Q3 | $109K | Buy |
957
+29
| +3% | +$3.3K | ﹤0.01% | 2151 |
|
|
2024
Q2 | $91K | Buy |
928
+35
| +4% | +$3.43K | ﹤0.01% | 2028 |
|
|
2024
Q1 | $90K | Buy |
893
+10
| +1% | +$1.01K | ﹤0.01% | 1943 |
|
|
2023
Q4 | $98K | Sell |
883
-65
| -7% | -$7.21K | ﹤0.01% | 1787 |
|
|
2023
Q3 | $70K | Buy |
948
+619
| +188% | +$45.7K | ﹤0.01% | 1871 |
|
|
2023
Q2 | $26K | Buy |
329
+223
| +210% | +$17.6K | ﹤0.01% | 2462 |
|
|
2023
Q1 | $8K | Sell |
106
-44
| -29% | -$3.32K | ﹤0.01% | 3106 |
|
|
2022
Q4 | $12K | Buy |
150
+5
| +3% | +$400 | ﹤0.01% | 2723 |
|
|
2022
Q3 | $12K | Buy |
145
+90
| +164% | +$7.45K | ﹤0.01% | 2595 |
|
|
2022
Q2 | $5K | Buy |
55
+5
| +10% | +$455 | ﹤0.01% | 3016 |
|
|
2022
Q1 | $6K | Buy |
50
+7
| +16% | +$840 | ﹤0.01% | 2781 |
|
|
2021
Q4 | $6K | Buy |
+43
| New | +$6K | ﹤0.01% | 2667 |
|