Guerra Pan 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 | – | Sell |
-3,240
| Closed | -$277K | – | 117 |
|
|
2025
Q1 | $277K | Sell |
3,240
-88
| -3% | -$7.51K | 0.22% | 89 |
|
|
2024
Q4 | $324K | Sell |
3,328
-477
| -13% | -$46.4K | 0.23% | 85 |
|
|
2024
Q3 | $432K | Hold |
3,805
| – | – | 0.35% | 71 |
|
|
2024
Q2 | $374K | Buy |
3,805
+1
| +0% | +$98 | 0.31% | 73 |
|
|
2024
Q1 | $384K | Sell |
3,804
-54
| -1% | -$5.46K | 0.36% | 72 |
|
|
2023
Q4 | $428K | Hold |
3,858
| – | – | 0.41% | 64 |
|
|
2023
Q3 | $286K | Hold |
3,858
| – | – | 0.33% | 70 |
|
|
2023
Q2 | $305K | Sell |
3,858
-779
| -17% | -$61.6K | 0.34% | 72 |
|
|
2023
Q1 | $353K | Sell |
4,637
-39
| -0.8% | -$2.97K | 0.44% | 60 |
|
|
2022
Q4 | $367K | Buy |
4,676
+1
| +0% | +$78 | 0.5% | 56 |
|
|
2022
Q3 | $401K | Hold |
4,675
| – | – | 0.58% | 54 |
|
|
2022
Q2 | $527K | Hold |
4,675
| – | – | 0.65% | 53 |
|
|
2022
Q1 | $557K | Sell |
4,675
-138
| -3% | -$16.4K | 0.67% | 52 |
|
|
2021
Q4 | $726K | Buy |
+4,813
| New | +$726K | 0.72% | 44 |
|