Everence Capital 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 | $290K | Hold |
4,120
| – | – | 0.02% | 598 |
|
|
2025
Q1 | $352K | Hold |
4,120
| – | – | 0.02% | 495 |
|
|
2024
Q4 | $401K | Sell |
4,120
-220
| -5% | -$21.4K | 0.03% | 447 |
|
|
2024
Q3 | $493K | Hold |
4,340
| – | – | 0.03% | 432 |
|
|
2024
Q2 | $398 | Hold |
4,340
| – | – | 0.03% | 457 |
|
|
2024
Q1 | $439 | Hold |
4,340
| – | – | 0.03% | 448 |
|
|
2023
Q4 | $482K | Hold |
4,340
| – | – | 0.03% | 411 |
|
|
2023
Q3 | $322 | Hold |
4,340
| – | – | 0.03% | 522 |
|
|
2023
Q2 | $318K | Hold |
4,340
| – | – | 0.03% | 504 |
|
|
2023
Q1 | $331 | Hold |
4,340
| – | – | 0.03% | 497 |
|
|
2022
Q4 | $341 | Sell |
4,340
-2,000
| -32% | -$157 | 0.03% | 494 |
|
|
2022
Q3 | $531K | Hold |
6,340
| – | – | 0.05% | 326 |
|
|
2022
Q2 | $611K | Buy |
6,340
+1,140
| +22% | +$110K | 0.05% | 281 |
|
|
2022
Q1 | $673K | Hold |
5,200
| – | – | 0.05% | 298 |
|
|
2021
Q4 | $785K | Buy |
5,200
+860
| +20% | +$130K | 0.06% | 275 |
|
|
2021
Q3 | $493K | Hold |
4,340
| – | – | 0.04% | 408 |
|
|
2021
Q2 | $453K | Hold |
4,340
| – | – | 0.04% | 423 |
|
|
2021
Q1 | $446K | Hold |
4,340
| – | – | 0.04% | 412 |
|
|
2020
Q4 | $399K | Hold |
4,340
| – | – | 0.04% | 412 |
|
|
2020
Q3 | $230K | Buy |
+4,340
| New | +$230K | 0.03% | 546 |
|
|
2020
Q1 | – | Sell |
-4,340
| Closed | -$281K | – | 690 |
|
|
2019
Q4 | $281K | Hold |
4,340
| – | – | 0.04% | 496 |
|
|
2019
Q3 | $243K | Hold |
4,340
| – | – | 0.04% | 500 |
|
|
2019
Q2 | $231K | Hold |
4,340
| – | – | 0.04% | 509 |
|
|
2019
Q1 | $221K | Buy |
+4,340
| New | +$221K | 0.04% | 515 |
|