Charles Schwab’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 | $32.5M | Sell |
461,299
-1,892
| -0.4% | -$133K | 0.01% | 1380 |
|
|
2025
Q1 | $39.5M | Buy |
463,191
+3,069
| +0.7% | +$262K | 0.01% | 1228 |
|
|
2024
Q4 | $44.7M | Buy |
460,122
+8,915
| +2% | +$867K | 0.01% | 1212 |
|
|
2024
Q3 | $51.3M | Buy |
451,207
+3,099
| +0.7% | +$352K | 0.01% | 1104 |
|
|
2024
Q2 | $44M | Buy |
448,108
+19,498
| +5% | +$1.91M | 0.01% | 1170 |
|
|
2024
Q1 | $43.3M | Buy |
428,610
+16,683
| +4% | +$1.69M | 0.01% | 1136 |
|
|
2023
Q4 | $45.7M | Buy |
411,927
+16,232
| +4% | +$1.8M | 0.01% | 1036 |
|
|
2023
Q3 | $29.4M | Buy |
395,695
+35,454
| +10% | +$2.63M | 0.01% | 1235 |
|
|
2023
Q2 | $28.5M | Buy |
360,241
+18,533
| +5% | +$1.47M | 0.01% | 1245 |
|
|
2023
Q1 | $26M | Buy |
341,708
+15,892
| +5% | +$1.21M | 0.01% | 1269 |
|
|
2022
Q4 | $25.6M | Buy |
325,816
+21,683
| +7% | +$1.7M | 0.01% | 1259 |
|
|
2022
Q3 | $25.5M | Buy |
304,133
+11,168
| +4% | +$935K | 0.01% | 1207 |
|
|
2022
Q2 | $28.2M | Buy |
292,965
+13,091
| +5% | +$1.26M | 0.01% | 1141 |
|
|
2022
Q1 | $36.2M | Buy |
279,874
+7,770
| +3% | +$1.01M | 0.01% | 1092 |
|
|
2021
Q4 | $41.1M | Buy |
272,104
+3,717
| +1% | +$561K | 0.01% | 1038 |
|
|
2021
Q3 | $30.5M | Sell |
268,387
-445
| -0.2% | -$50.5K | 0.01% | 1213 |
|
|
2021
Q2 | $28.1M | Buy |
268,832
+1,283
| +0.5% | +$134K | 0.01% | 1301 |
|
|
2021
Q1 | $27.5M | Buy |
267,549
+4,931
| +2% | +$507K | 0.01% | 1262 |
|
|
2020
Q4 | $24.2M | Buy |
262,618
+2,435
| +0.9% | +$224K | 0.01% | 1259 |
|
|
2020
Q3 | $13.8M | Sell |
260,183
-2,795
| -1% | -$148K | 0.01% | 1466 |
|
|
2020
Q2 | $13.4M | Buy |
262,978
+4,803
| +2% | +$244K | 0.01% | 1449 |
|
|
2020
Q1 | $10.4M | Buy |
258,175
+11,433
| +5% | +$460K | 0.01% | 1427 |
|
|
2019
Q4 | $16M | Buy |
246,742
+8,238
| +3% | +$533K | 0.01% | 1368 |
|
|
2019
Q3 | $13.3M | Buy |
238,504
+12,881
| +6% | +$720K | 0.01% | 1413 |
|
|
2019
Q2 | $12M | Buy |
225,623
+8,857
| +4% | +$471K | 0.01% | 1477 |
|
|
2019
Q1 | $11M | Buy |
216,766
+23,364
| +12% | +$1.19M | 0.01% | 1527 |
|
|
2018
Q4 | $8.37M | Buy |
193,402
+12,694
| +7% | +$549K | 0.01% | 1568 |
|
|
2018
Q3 | $9.56M | Buy |
180,708
+23,245
| +15% | +$1.23M | 0.01% | 1674 |
|
|
2018
Q2 | $8.76M | Buy |
157,463
+19,710
| +14% | +$1.1M | 0.01% | 1685 |
|
|
2018
Q1 | $8.19M | Sell |
137,753
-3,176
| -2% | -$189K | 0.01% | 1642 |
|
|
2017
Q4 | $6.7M | Buy |
140,929
+3,685
| +3% | +$175K | 0.01% | 1753 |
|
|
2017
Q3 | $7.18M | Buy |
137,244
+7,260
| +6% | +$380K | 0.01% | 1680 |
|
|
2017
Q2 | $6.35M | Buy |
129,984
+1,362
| +1% | +$66.5K | 0.01% | 1664 |
|
|
2017
Q1 | $5.36M | Buy |
128,622
+12,268
| +11% | +$512K | 0.01% | 1718 |
|
|
2016
Q4 | $3.63M | Buy |
116,354
+5,997
| +5% | +$187K | ﹤0.01% | 1908 |
|
|
2016
Q3 | $2.79M | Buy |
110,357
+5,072
| +5% | +$128K | ﹤0.01% | 1970 |
|
|
2016
Q2 | $2.4M | Buy |
105,285
+2,004
| +2% | +$45.7K | ﹤0.01% | 1970 |
|
|
2016
Q1 | $2.51M | Buy |
103,281
+2,222
| +2% | +$53.9K | ﹤0.01% | 1929 |
|
|
2015
Q4 | $2.91M | Buy |
101,059
+7,675
| +8% | +$221K | ﹤0.01% | 1874 |
|
|
2015
Q3 | $2.44M | Buy |
93,384
+15,729
| +20% | +$410K | ﹤0.01% | 1954 |
|
|
2015
Q2 | $2.08M | Buy |
77,655
+20,139
| +35% | +$539K | ﹤0.01% | 2077 |
|
|
2015
Q1 | $1.02M | Buy |
57,516
+8,352
| +17% | +$148K | ﹤0.01% | 2366 |
|
|
2014
Q4 | $863K | Sell |
49,164
-12,358
| -20% | -$217K | ﹤0.01% | 2418 |
|
|
2014
Q3 | $818K | Buy |
61,522
+11,666
| +23% | +$155K | ﹤0.01% | 2391 |
|
|
2014
Q2 | $704K | Sell |
49,856
-336
| -0.7% | -$4.75K | ﹤0.01% | 2493 |
|
|
2014
Q1 | $821K | Buy |
50,192
+6,413
| +15% | +$105K | ﹤0.01% | 2382 |
|
|
2013
Q4 | $708K | Sell |
43,779
-4,104
| -9% | -$66.4K | ﹤0.01% | 2438 |
|
|
2013
Q3 | $616K | Sell |
47,883
-19,626
| -29% | -$252K | ﹤0.01% | 2462 |
|
|
2013
Q2 | $1.21M | Buy |
+67,509
| New | +$1.21M | ﹤0.01% | 2047 |
|