Geneos Wealth Management’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $775 | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.84K | Hold |
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|
2024
Q2 | $2.46K | Hold |
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|
2024
Q1 | $2.53K | Hold |
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|
2023
Q4 | $2.77K | Hold |
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|
2023
Q3 | $1.86K | Hold |
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|
2023
Q2 | $1.98K | Hold |
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|
2023
Q1 | $1.9K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $29K | Hold |
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|
2022
Q1 | $38K | Hold |
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|
2021
Q4 | $45K | Hold |
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|
2021
Q3 | $34K | Hold |
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|
2021
Q2 | $30K | Hold |
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|
2021
Q1 | $33K | Hold |
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|
2020
Q4 | $31K | Hold |
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|
2020
Q3 | $14K | Hold |
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|
2020
Q2 | $14K | Hold |
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|
2020
Q1 | $12K | Hold |
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|
2019
Q4 | $19K | Buy |
|