Envestnet Asset Management’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 | $6.73M | Buy |
95,491
+7,637
| +9% | +$538K | ﹤0.01% | 2001 |
|
|
2025
Q1 | $7.5M | Buy |
87,854
+46,229
| +111% | +$3.95M | ﹤0.01% | 1853 |
|
|
2024
Q4 | $4.05M | Buy |
41,625
+2,199
| +6% | +$214K | ﹤0.01% | 2246 |
|
|
2024
Q3 | $4.48M | Buy |
39,426
+1,695
| +4% | +$193K | ﹤0.01% | 2164 |
|
|
2024
Q2 | $3.71M | Buy |
37,731
+6,115
| +19% | +$600K | ﹤0.01% | 2224 |
|
|
2024
Q1 | $3.2M | Sell |
31,616
-34,947
| -53% | -$3.53M | ﹤0.01% | 2279 |
|
|
2023
Q4 | $7.39M | Buy |
66,563
+7,514
| +13% | +$834K | ﹤0.01% | 1625 |
|
|
2023
Q3 | $4.38M | Buy |
59,049
+22,316
| +61% | +$1.66M | ﹤0.01% | 1888 |
|
|
2023
Q2 | $2.91M | Sell |
36,733
-574
| -2% | -$45.4K | ﹤0.01% | 2054 |
|
|
2023
Q1 | $2.84M | Buy |
37,307
+1,676
| +5% | +$128K | ﹤0.01% | 1983 |
|
|
2022
Q4 | $2.8M | Buy |
35,631
+2,495
| +8% | +$196K | ﹤0.01% | 1954 |
|
|
2022
Q3 | $2.77M | Sell |
33,136
-336
| -1% | -$28.1K | ﹤0.01% | 1883 |
|
|
2022
Q2 | $3.23M | Buy |
33,472
+2,834
| +9% | +$273K | ﹤0.01% | 1784 |
|
|
2022
Q1 | $3.97M | Buy |
30,638
+20,659
| +207% | +$2.67M | ﹤0.01% | 1742 |
|
|
2021
Q4 | $1.51M | Buy |
9,979
+1,985
| +25% | +$300K | ﹤0.01% | 2345 |
|
|
2021
Q3 | $907K | Sell |
7,994
-62
| -0.8% | -$7.04K | ﹤0.01% | 2615 |
|
|
2021
Q2 | $841K | Buy |
8,056
+605
| +8% | +$63.2K | ﹤0.01% | 2654 |
|
|
2021
Q1 | $766K | Buy |
7,451
+5,123
| +220% | +$527K | ﹤0.01% | 2592 |
|
|
2020
Q4 | $214K | Buy |
+2,328
| New | +$214K | ﹤0.01% | 3109 |
|
|
2017
Q4 | – | Sell |
-101
| Closed | -$5K | – | 3007 |
|
|
2017
Q3 | $5K | Buy |
+101
| New | +$5K | ﹤0.01% | 2720 |
|
|
2016
Q3 | – | Sell |
-2,103
| Closed | -$48K | – | 3068 |
|
|
2016
Q2 | $48K | Sell |
2,103
-191
| -8% | -$4.36K | ﹤0.01% | 2750 |
|
|
2016
Q1 | $56K | Sell |
2,294
-335
| -13% | -$8.18K | ﹤0.01% | 2673 |
|
|
2015
Q4 | $76K | Buy |
2,629
+22
| +0.8% | +$636 | ﹤0.01% | 2483 |
|
|
2015
Q3 | $68K | Buy |
+2,607
| New | +$68K | ﹤0.01% | 2512 |
|
|
2015
Q1 | – | Sell |
-85
| Closed | -$1K | – | 2427 |
|
|
2014
Q4 | $1K | Hold |
85
| – | – | ﹤0.01% | 2431 |
|
|
2014
Q3 | $1K | Sell |
85
-145
| -63% | -$1.71K | ﹤0.01% | 2662 |
|
|
2014
Q2 | $3K | Buy |
+230
| New | +$3K | ﹤0.01% | 2444 |
|