Crewe Advisors’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 | $141K | Hold |
2,000
| – | – | 0.02% | 186 |
|
|
2025
Q1 | $171K | Hold |
2,000
| – | – | 0.02% | 152 |
|
|
2024
Q4 | $194K | Buy |
2,000
+600
| +43% | +$58.3K | 0.03% | 146 |
|
|
2024
Q3 | $159K | Hold |
1,400
| – | – | 0.02% | 174 |
|
|
2024
Q2 | $137K | Hold |
1,400
| – | – | 0.02% | 227 |
|
|
2024
Q1 | $141K | Buy |
+1,400
| New | +$141K | 0.02% | 224 |
|