Colonial Trust Advisors’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 | $14.1K | Hold |
200
| – | – | ﹤0.01% | 474 |
|
|
2025
Q1 | $17.1K | Hold |
200
| – | – | ﹤0.01% | 448 |
|
|
2024
Q4 | $19.4K | Hold |
200
| – | – | ﹤0.01% | 411 |
|
|
2024
Q3 | $22.7K | Sell |
200
-102
| -34% | -$11.6K | ﹤0.01% | 423 |
|
|
2024
Q2 | $29.7K | Buy |
302
+1
| +0.3% | +$98 | ﹤0.01% | 375 |
|
|
2024
Q1 | $30.5K | Hold |
301
| – | – | ﹤0.01% | 394 |
|
|
2023
Q4 | $33.4K | Buy |
301
+1
| +0.3% | +$111 | ﹤0.01% | 362 |
|
|
2023
Q3 | $22.3K | Buy |
300
+51
| +20% | +$3.79K | ﹤0.01% | 415 |
|
|
2023
Q2 | $19.7K | Buy |
249
+1
| +0.4% | +$79 | ﹤0.01% | 432 |
|
|
2023
Q1 | $18.9K | Buy |
248
+1
| +0.4% | +$76 | ﹤0.01% | 433 |
|
|
2022
Q4 | $19.4K | Buy |
+247
| New | +$19.4K | ﹤0.01% | 424 |
|