First Trust 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 | $1.63M | Sell |
23,102
-4,868
| -17% | -$343K | ﹤0.01% | 1910 |
|
|
2025
Q1 | $2.39M | Buy |
27,970
+6,708
| +32% | +$573K | ﹤0.01% | 1706 |
|
|
2024
Q4 | $2.07M | Buy |
21,262
+7,634
| +56% | +$742K | ﹤0.01% | 1791 |
|
|
2024
Q3 | $1.55M | Sell |
13,628
-8,672
| -39% | -$985K | ﹤0.01% | 1865 |
|
|
2024
Q2 | $2.19M | Buy |
22,300
+1,341
| +6% | +$132K | ﹤0.01% | 1665 |
|
|
2024
Q1 | $2.12M | Sell |
20,959
-245,578
| -92% | -$24.8M | ﹤0.01% | 1713 |
|
|
2023
Q4 | $29.6M | Buy |
266,537
+36,639
| +16% | +$4.07M | 0.03% | 602 |
|
|
2023
Q3 | $17.1M | Buy |
229,898
+46,275
| +25% | +$3.44M | 0.02% | 809 |
|
|
2023
Q2 | $14.5M | Sell |
183,623
-13,967
| -7% | -$1.1M | 0.02% | 888 |
|
|
2023
Q1 | $15.1M | Buy |
197,590
+149,081
| +307% | +$11.4M | 0.02% | 847 |
|
|
2022
Q4 | $3.81M | Buy |
48,509
+32,187
| +197% | +$2.53M | ﹤0.01% | 1350 |
|
|
2022
Q3 | $1.37M | Sell |
16,322
-8,670
| -35% | -$726K | ﹤0.01% | 1869 |
|
|
2022
Q2 | $2.41M | Sell |
24,992
-9,294
| -27% | -$895K | ﹤0.01% | 1651 |
|
|
2022
Q1 | $4.44M | Sell |
34,286
-4,775
| -12% | -$618K | ﹤0.01% | 1391 |
|
|
2021
Q4 | $5.89M | Buy |
39,061
+1,462
| +4% | +$221K | 0.01% | 1285 |
|
|
2021
Q3 | $4.27M | Sell |
37,599
-14,434
| -28% | -$1.64M | ﹤0.01% | 1423 |
|
|
2021
Q2 | $5.43M | Buy |
52,033
+17,910
| +52% | +$1.87M | 0.01% | 1300 |
|
|
2021
Q1 | $3.51M | Sell |
34,123
-7,148
| -17% | -$734K | ﹤0.01% | 1458 |
|
|
2020
Q4 | $3.8M | Buy |
41,271
+8,139
| +25% | +$749K | 0.01% | 1234 |
|
|
2020
Q3 | $1.76M | Buy |
33,132
+8,061
| +32% | +$427K | ﹤0.01% | 1426 |
|
|
2020
Q2 | $1.27M | Sell |
25,071
-7,717
| -24% | -$392K | ﹤0.01% | 1617 |
|
|
2020
Q1 | $1.32M | Sell |
32,788
-5,062
| -13% | -$204K | ﹤0.01% | 1483 |
|
|
2019
Q4 | $2.45M | Sell |
37,850
-4,122
| -10% | -$267K | ﹤0.01% | 1455 |
|
|
2019
Q3 | $2.35M | Sell |
41,972
-5,637
| -12% | -$315K | ﹤0.01% | 1449 |
|
|
2019
Q2 | $2.53M | Buy |
47,609
+6,146
| +15% | +$327K | ﹤0.01% | 1429 |
|
|
2019
Q1 | $2.11M | Buy |
+41,463
| New | +$2.11M | ﹤0.01% | 1527 |
|
|
2018
Q4 | – | Sell |
-30,989
| Closed | -$1.64M | – | 2484 |
|
|
2018
Q3 | $1.64M | Sell |
30,989
-34,536
| -53% | -$1.83M | ﹤0.01% | 1768 |
|
|
2018
Q2 | $3.65M | Buy |
65,525
+36,615
| +127% | +$2.04M | 0.01% | 1272 |
|
|
2018
Q1 | $1.72M | Sell |
28,910
-25,745
| -47% | -$1.53M | ﹤0.01% | 1556 |
|
|
2017
Q4 | $2.6M | Buy |
54,655
+4,892
| +10% | +$232K | 0.01% | 1360 |
|
|
2017
Q3 | $2.6M | Sell |
49,763
-5,567
| -10% | -$291K | 0.01% | 1306 |
|
|
2017
Q2 | $2.7M | Buy |
+55,330
| New | +$2.7M | 0.01% | 1289 |
|
|
2016
Q4 | – | Sell |
-21,832
| Closed | -$551K | – | 2513 |
|
|
2016
Q3 | $551K | Sell |
21,832
-29,205
| -57% | -$737K | ﹤0.01% | 1970 |
|
|
2016
Q2 | $1.16M | Sell |
51,037
-29,869
| -37% | -$681K | ﹤0.01% | 1608 |
|
|
2016
Q1 | $1.96M | Sell |
80,906
-31,403
| -28% | -$762K | 0.01% | 1317 |
|
|
2015
Q4 | $3.24M | Sell |
112,309
-12,589
| -10% | -$363K | 0.01% | 1150 |
|
|
2015
Q3 | $3.26M | Buy |
124,898
+111,080
| +804% | +$2.9M | 0.01% | 1143 |
|
|
2015
Q2 | $369K | Sell |
13,818
-699
| -5% | -$18.7K | ﹤0.01% | 2040 |
|
|
2015
Q1 | $257K | Buy |
14,517
+3,885
| +37% | +$68.8K | ﹤0.01% | 2105 |
|
|
2014
Q4 | $186K | Buy |
10,632
+275
| +3% | +$4.81K | ﹤0.01% | 2183 |
|
|
2014
Q3 | $138K | Buy |
+10,357
| New | +$138K | ﹤0.01% | 2196 |
|
|
2013
Q3 | – | Sell |
-21,618
| Closed | -$378K | – | 2322 |
|
|
2013
Q2 | $378K | Buy |
+21,618
| New | +$378K | ﹤0.01% | 1950 |
|