DiNuzzo Private Wealth’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 | $635 | Buy |
9
+2
| +29% | +$141 | ﹤0.01% | 1002 |
|
|
2025
Q1 | $598 | Buy |
7
+1
| +17% | +$85 | ﹤0.01% | 987 |
|
|
2024
Q4 | $584 | Hold |
6
| – | – | ﹤0.01% | 1033 |
|
|
2024
Q3 | $682 | Hold |
6
| – | – | ﹤0.01% | 1001 |
|
|
2024
Q2 | $590 | Buy |
6
+1
| +20% | +$98 | ﹤0.01% | 985 |
|
|
2024
Q1 | $506 | Sell |
5
-1
| -17% | -$101 | ﹤0.01% | 975 |
|
|
2023
Q4 | $667 | Buy |
+6
| New | +$667 | ﹤0.01% | 865 |
|