Evergreen 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 | – | Sell |
-3,673
| Closed | -$314K | – | 1252 |
|
|
2025
Q1 | $314K | Sell |
3,673
-191
| -5% | -$16.3K | 0.01% | 725 |
|
|
2024
Q4 | $376K | Sell |
3,864
-249
| -6% | -$24.2K | 0.01% | 625 |
|
|
2024
Q3 | $467K | Buy |
4,113
+305
| +8% | +$34.6K | 0.02% | 530 |
|
|
2024
Q2 | $374K | Buy |
3,808
+192
| +5% | +$18.9K | 0.01% | 570 |
|
|
2024
Q1 | $365K | Buy |
3,616
+194
| +6% | +$19.6K | 0.01% | 559 |
|
|
2023
Q4 | $380K | Sell |
3,422
-201
| -6% | -$22.3K | 0.02% | 507 |
|
|
2023
Q3 | $269K | Buy |
3,623
+61
| +2% | +$4.53K | 0.01% | 595 |
|
|
2023
Q2 | $282K | Buy |
+3,562
| New | +$282K | 0.01% | 583 |
|
|
2022
Q2 | – | Sell |
-1,897
| Closed | -$246K | – | 686 |
|
|
2022
Q1 | $246K | Buy |
1,897
+242
| +15% | +$31.4K | 0.01% | 543 |
|
|
2021
Q4 | $250K | Buy |
+1,655
| New | +$250K | 0.01% | 522 |
|