Farther Finance 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 | $4.09K | Sell |
58
-44
| -43% | -$3.1K | ﹤0.01% | 3427 |
|
|
2025
Q1 | $8.44K | Buy |
102
+27
| +36% | +$2.24K | ﹤0.01% | 2820 |
|
|
2024
Q4 | $7.29K | Sell |
75
-46
| -38% | -$4.47K | ﹤0.01% | 2504 |
|
|
2024
Q3 | $13.7K | Buy |
121
+46
| +61% | +$5.2K | ﹤0.01% | 2225 |
|
|
2024
Q2 | $7.04K | Buy |
75
+3
| +4% | +$282 | ﹤0.01% | 2231 |
|
|
2024
Q1 | $7.11K | Buy |
72
+5
| +7% | +$493 | ﹤0.01% | 1904 |
|
|
2023
Q4 | $7.44K | Buy |
67
+27
| +68% | +$3K | ﹤0.01% | 1754 |
|
|
2023
Q3 | $2.97K | Hold |
40
| – | – | ﹤0.01% | 1708 |
|
|
2023
Q2 | $3.16K | Hold |
40
| – | – | ﹤0.01% | 1597 |
|
|
2023
Q1 | $3.05K | Hold |
40
| – | – | ﹤0.01% | 1491 |
|
|
2022
Q4 | $3.14K | Buy |
+40
| New | +$3.14K | ﹤0.01% | 1301 |
|