Creative Planning’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
Q3 | $2.02M | Buy |
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|
2025
Q2 | $1.3M | Sell |
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|
2025
Q1 | $1.83M | Buy |
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|
2024
Q4 | $1.74M | Buy |
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|
2024
Q3 | $1.82M | Buy |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $826K | Buy |
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|
2023
Q4 | $806K | Buy |
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|
2023
Q3 | $536K | Buy |
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|
2023
Q2 | $497K | Buy |
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|
2023
Q1 | $211K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $282K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $37K | Hold |
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|
2017
Q1 | $32K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $14K | Hold |
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|
2016
Q1 | $15K | Sell |
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|
2015
Q4 | $22K | Buy |
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|
2015
Q3 | $20K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $7K | Hold |
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|
2014
Q4 | $7K | Sell |
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|
2014
Q3 | $12K | Buy |
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|
2014
Q2 | $6K | Hold |
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|
2014
Q1 | $7K | Buy |
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