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 |
|