Creative Planning’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 | $1.3M | Sell |
18,463
-2,970
| -14% | -$209K | ﹤0.01% | 1638 |
|
|
2025
Q1 | $1.83M | Buy |
21,433
+3,544
| +20% | +$303K | ﹤0.01% | 1235 |
|
|
2024
Q4 | $1.74M | Buy |
17,889
+1,867
| +12% | +$181K | ﹤0.01% | 1224 |
|
|
2024
Q3 | $1.82M | Buy |
16,022
+4,764
| +42% | +$541K | ﹤0.01% | 1120 |
|
|
2024
Q2 | $1.11M | Buy |
11,258
+3,086
| +38% | +$303K | ﹤0.01% | 1338 |
|
|
2024
Q1 | $826K | Buy |
8,172
+913
| +13% | +$92.3K | ﹤0.01% | 1466 |
|
|
2023
Q4 | $806K | Buy |
7,259
+38
| +0.5% | +$4.22K | ﹤0.01% | 1361 |
|
|
2023
Q3 | $536K | Buy |
7,221
+942
| +15% | +$69.9K | ﹤0.01% | 1519 |
|
|
2023
Q2 | $497K | Buy |
6,279
+3,509
| +127% | +$278K | ﹤0.01% | 1547 |
|
|
2023
Q1 | $211K | Buy |
+2,770
| New | +$211K | ﹤0.01% | 2086 |
|
|
2021
Q2 | – | Sell |
-2,743
| Closed | -$282K | – | 2345 |
|
|
2021
Q1 | $282K | Buy |
+2,743
| New | +$282K | ﹤0.01% | 1800 |
|
|
2017
Q3 | – | Sell |
-767
| Closed | -$37K | – | 3589 |
|
|
2017
Q2 | $37K | Hold |
767
| – | – | ﹤0.01% | 2739 |
|
|
2017
Q1 | $32K | Buy |
+767
| New | +$32K | ﹤0.01% | 2770 |
|
|
2016
Q3 | – | Sell |
-600
| Closed | -$14K | – | 4519 |
|
|
2016
Q2 | $14K | Hold |
600
| – | – | ﹤0.01% | 2996 |
|
|
2016
Q1 | $15K | Sell |
600
-178
| -23% | -$4.45K | ﹤0.01% | 2948 |
|
|
2015
Q4 | $22K | Buy |
778
+13
| +2% | +$368 | ﹤0.01% | 2748 |
|
|
2015
Q3 | $20K | Buy |
+765
| New | +$20K | ﹤0.01% | 2715 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$7K | – | 2872 |
|
|
2015
Q1 | $7K | Hold |
400
| – | – | ﹤0.01% | 3356 |
|
|
2014
Q4 | $7K | Sell |
400
-500
| -56% | -$8.75K | ﹤0.01% | 3276 |
|
|
2014
Q3 | $12K | Buy |
900
+500
| +125% | +$6.67K | ﹤0.01% | 2814 |
|
|
2014
Q2 | $6K | Hold |
400
| – | – | ﹤0.01% | 3061 |
|
|
2014
Q1 | $7K | Buy |
+400
| New | +$7K | ﹤0.01% | 2892 |
|