Corient Private Wealth’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 | $1.58M | Buy |
22,360
+9,294
| +71% | +$655K | ﹤0.01% | 1211 |
|
|
2025
Q1 | $1.12M | Sell |
13,066
-22,518
| -63% | -$1.92M | ﹤0.01% | 1224 |
|
|
2024
Q4 | $2.64M | Sell |
35,584
-1,449
| -4% | -$107K | ﹤0.01% | 897 |
|
|
2024
Q3 | $4.21M | Sell |
37,033
-7,672
| -17% | -$871K | 0.01% | 781 |
|
|
2024
Q2 | $4.39M | Sell |
44,705
-6,086
| -12% | -$598K | 0.01% | 742 |
|
|
2024
Q1 | $5.13M | Buy |
50,791
+13,048
| +35% | +$1.32M | 0.01% | 701 |
|
|
2023
Q4 | $4.19M | Sell |
37,743
-19,069
| -34% | -$2.12M | 0.01% | 740 |
|
|
2023
Q3 | $4.22M | Sell |
56,812
-3
| -0% | -$223 | 0.01% | 670 |
|
|
2023
Q2 | $4.49M | Buy |
56,815
+46,894
| +473% | +$3.71M | 0.01% | 658 |
|
|
2023
Q1 | $756K | Sell |
9,921
-1,473
| -13% | -$112K | ﹤0.01% | 1196 |
|
|
2022
Q4 | $894K | Buy |
+11,394
| New | +$894K | ﹤0.01% | 950 |
|