Guerra Pan Advisors’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 | – | Sell |
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|
2025
Q1 | $277K | Sell |
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|
2024
Q4 | $324K | Sell |
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|
2024
Q3 | $432K | Hold |
|
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|
2024
Q2 | $374K | Buy |
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|
2024
Q1 | $384K | Sell |
|
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|
2023
Q4 | $428K | Hold |
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|
2023
Q3 | $286K | Hold |
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|
2023
Q2 | $305K | Sell |
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|
2023
Q1 | $353K | Sell |
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|
2022
Q4 | $367K | Buy |
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|
2022
Q3 | $401K | Hold |
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|
2022
Q2 | $527K | Hold |
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|
2022
Q1 | $557K | Sell |
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|
2021
Q4 | $726K | Buy |
|