Fidelity Investments’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 | $29M | Sell |
410,949
-288,106
| -41% | -$20.3M | ﹤0.01% | 1574 |
|
2025
Q1 | $59.7M | Sell |
699,055
-619,544
| -47% | -$52.9M | ﹤0.01% | 1292 |
|
2024
Q4 | $128M | Buy |
1,318,599
+90,725
| +7% | +$8.82M | 0.01% | 1013 |
|
2024
Q3 | $139M | Buy |
1,227,874
+402,313
| +49% | +$45.7M | 0.01% | 957 |
|
2024
Q2 | $81.1M | Sell |
825,561
-427,728
| -34% | -$42M | 0.01% | 1133 |
|
2024
Q1 | $127M | Sell |
1,253,289
-828,173
| -40% | -$83.7M | 0.01% | 964 |
|
2023
Q4 | $231M | Sell |
2,081,462
-10,657
| -0.5% | -$1.18M | 0.02% | 692 |
|
2023
Q3 | $155M | Sell |
2,092,119
-97,827
| -4% | -$7.26M | 0.01% | 800 |
|
2023
Q2 | $173M | Sell |
2,189,946
-427,401
| -16% | -$33.8M | 0.01% | 772 |
|
2023
Q1 | $199M | Buy |
2,617,347
+247,970
| +10% | +$18.9M | 0.02% | 707 |
|
2022
Q4 | $186M | Buy |
2,369,377
+228,100
| +11% | +$17.9M | 0.02% | 711 |
|
2022
Q3 | $179M | Buy |
2,141,277
+6,762
| +0.3% | +$566K | 0.02% | 718 |
|
2022
Q2 | $206M | Buy |
2,134,515
+1,083,364
| +103% | +$104M | 0.02% | 673 |
|
2022
Q1 | $136M | Buy |
1,051,151
+186,072
| +22% | +$24.1M | 0.01% | 941 |
|
2021
Q4 | $131M | Buy |
865,079
+468,083
| +118% | +$70.6M | 0.01% | 983 |
|
2021
Q3 | $45.1M | Buy |
396,996
+75,718
| +24% | +$8.59M | ﹤0.01% | 1453 |
|
2021
Q2 | $33.5M | Buy |
321,278
+126,154
| +65% | +$13.2M | ﹤0.01% | 1610 |
|
2021
Q1 | $20M | Buy |
195,124
+73,310
| +60% | +$7.53M | ﹤0.01% | 1804 |
|
2020
Q4 | $11.2M | Buy |
121,814
+121,709
| +115,913% | +$11.2M | ﹤0.01% | 1930 |
|
2020
Q3 | $6K | Hold |
105
| – | – | ﹤0.01% | 3295 |
|
2020
Q2 | $5K | Sell |
105
-518,450
| -100% | -$24.7M | ﹤0.01% | 3253 |
|
2020
Q1 | $20.9M | Buy |
518,555
+518,307
| +208,995% | +$20.9M | ﹤0.01% | 1380 |
|
2019
Q4 | $16K | Buy |
248
+200
| +417% | +$12.9K | ﹤0.01% | 3172 |
|
2019
Q3 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 3516 |
|
2018
Q4 | – | Sell |
-96
| Closed | -$5K | – | 4226 |
|
2018
Q3 | $5K | Buy |
+96
| New | +$5K | ﹤0.01% | 3272 |
|
2013
Q4 | – | Sell |
-250,327
| Closed | -$3.98M | – | 2695 |
|
2013
Q3 | $3.98M | Sell |
250,327
-79,812
| -24% | -$1.27M | ﹤0.01% | 2215 |
|
2013
Q2 | $5.78M | Buy |
+330,139
| New | +$5.78M | ﹤0.01% | 2096 |
|