Cresset Asset Management’s Walker & Dunlop WD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$261K Sell
3,702
-11,833
-76% -$834K ﹤0.01% 1364
2025
Q1
$1.33M Buy
15,535
+580
+4% +$49.5K 0.01% 660
2024
Q4
$1.45M Sell
14,955
-1,410
-9% -$137K 0.01% 633
2024
Q3
$1.86M Buy
16,365
+820
+5% +$93.1K 0.01% 833
2024
Q2
$1.53M Buy
15,545
+1,079
+7% +$106K 0.01% 831
2024
Q1
$1.46M Buy
14,466
+9,086
+169% +$918K 0.01% 790
2023
Q4
$597K Buy
5,380
+40
+0.7% +$4.44K ﹤0.01% 1121
2023
Q3
$396K Buy
+5,340
New +$396K ﹤0.01% 1266
2023
Q2
Sell
-4,966
Closed -$378K 1792
2023
Q1
$378K Buy
+4,966
New +$378K 0.01% 562
2022
Q4
Sell
-5,045
Closed -$423K 908
2022
Q3
$423K Sell
5,045
-16
-0.3% -$1.34K 0.01% 565
2022
Q2
$485K Buy
+5,061
New +$485K 0.01% 581
2019
Q2
Sell
-17
Closed -$1K 1701
2019
Q1
$1K Hold
17
﹤0.01% 1890
2018
Q4
$1K Buy
+17
New +$1K ﹤0.01% 1621