Cerity 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
Q1 | – | Sell |
-2,403
| Closed | -$268K | – | 2634 |
|
|
2024
Q4 | $268K | Sell |
2,403
-1,554
| -39% | -$174K | ﹤0.01% | 2090 |
|
|
2024
Q3 | $449K | Buy |
3,957
+1,752
| +79% | +$199K | ﹤0.01% | 1829 |
|
|
2024
Q2 | $217K | Sell |
2,205
-192
| -8% | -$18.9K | ﹤0.01% | 1989 |
|
|
2024
Q1 | $242K | Buy |
+2,397
| New | +$242K | ﹤0.01% | 1990 |
|
|
2023
Q2 | – | Sell |
-468
| Closed | -$1.29M | – | 1964 |
|
|
2023
Q1 | $1.29M | Sell |
468
-2,227
| -83% | -$6.14M | ﹤0.01% | 872 |
|
|
2022
Q4 | $212K | Hold |
2,695
| – | – | ﹤0.01% | 1320 |
|
|
2022
Q3 | $226K | Buy |
2,695
+28
| +1% | +$2.35K | ﹤0.01% | 1012 |
|
|
2022
Q2 | $257K | Buy |
2,667
+110
| +4% | +$10.6K | ﹤0.01% | 972 |
|
|
2022
Q1 | $331K | Buy |
2,557
+32
| +1% | +$4.14K | 0.01% | 701 |
|
|
2021
Q4 | $382K | Buy |
2,525
+85
| +3% | +$12.9K | 0.01% | 696 |
|
|
2021
Q3 | $277K | Buy |
2,440
+31
| +1% | +$3.52K | 0.01% | 579 |
|
|
2021
Q2 | $251K | Sell |
2,409
-1
| -0% | -$104 | 0.01% | 633 |
|
|
2021
Q1 | $248K | Buy |
+2,410
| New | +$248K | 0.01% | 607 |
|