IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.7K | Buy |
151
+129
| +586% | +$7.27K | ﹤0.01% | 3371 |
|
|
2025
Q4 | $1.32K | Buy |
22
+21
| +2,100% | +$1.49K | ﹤0.01% | 3974 |
|
|
2025
Q3 | $84 | Buy |
+1
| New | +$81 | ﹤0.01% | 4571 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 4120 |
|
|
2025
Q1 | – | Sell |
-5
| Closed | -$448 | – | 3497 |
|
|
2024
Q4 | $1.46K | Buy |
+5
| New | +$541 | ﹤0.01% | 3197 |
|
|
2024
Q2 | – | Sell |
-6
| Closed | -$606 | – | 3355 |
|
|
2024
Q1 | $606 | Buy |
+6
| New | +$576 | ﹤0.01% | 2951 |
|
|
2023
Q1 | – | Sell |
-3
| Closed | -$1K | – | 4440 |
|
|
2022
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 4511 |
|
|
2022
Q3 | $1K | Buy |
+3
| New | +$306 | ﹤0.01% | 4705 |
|
|
2019
Q1 | – | Sell |
-40
| Closed | -$2K | – | 3460 |
|
|
2018
Q4 | $2K | Sell |
40
-200
| -83% | -$9.19K | ﹤0.01% | 3204 |
|
|
2018
Q3 | $13K | Hold |
240
| – | – | ﹤0.01% | 2711 |
|
|
2018
Q2 | $13K | Buy |
240
+40
| +20% | +$2.31K | ﹤0.01% | 2753 |
|
|
2018
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 2803 |
|
|
2017
Q4 | $10K | Sell |
200
-50
| -20% | -$2.55K | ﹤0.01% | 2844 |
|
|
2017
Q3 | $13K | Sell |
250
-12
| -5% | -$585 | ﹤0.01% | 2896 |
|
|
2017
Q2 | $13K | Sell |
262
-24
| -8% | -$1.12K | ﹤0.01% | 2866 |
|
|
2017
Q1 | $12K | Buy |
286
+5
| +2% | +$184 | ﹤0.01% | 2829 |
|
|
2016
Q4 | $9K | Sell |
281
-200
| -42% | -$5.61K | ﹤0.01% | 2988 |
|
|
2016
Q3 | $12K | Sell |
481
-550
| -53% | -$14K | ﹤0.01% | 2734 |
|
|
2016
Q2 | $23K | Buy |
+1,031
| New | +$24.1K | ﹤0.01% | 2268 |
|
|
2016
Q1 | – | Sell |
-1,031
| Closed | -$30K | – | 3455 |
|
|
2015
Q4 | $30K | Buy |
+1,031
| New | +$29.7K | ﹤0.01% | 1926 |
|
Other funds holding WD
VPM
VCM
DRZID