Colonial Trust Advisors’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1K | Hold |
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|
2025
Q1 | $17.1K | Hold |
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|
2024
Q4 | $19.4K | Hold |
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|
2024
Q3 | $22.7K | Sell |
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|
2024
Q2 | $29.7K | Buy |
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|
2024
Q1 | $30.5K | Hold |
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|
2023
Q4 | $33.4K | Buy |
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|
2023
Q3 | $22.3K | Buy |
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|
2023
Q2 | $19.7K | Buy |
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|
2023
Q1 | $18.9K | Buy |
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|
2022
Q4 | $19.4K | Buy |
|