JFS Wealth 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 | $564 | Sell |
8
-21
| -72% | -$1.48K | ﹤0.01% | 1674 |
|
|
2025
Q1 | $2.48K | Buy |
29
+6
| +26% | +$512 | ﹤0.01% | 1391 |
|
|
2024
Q4 | $2.24K | Buy |
23
+4
| +21% | +$389 | ﹤0.01% | 1429 |
|
|
2024
Q3 | $2.16K | Buy |
19
+1
| +6% | +$114 | ﹤0.01% | 1454 |
|
|
2024
Q2 | $1.77K | Hold |
18
| – | – | ﹤0.01% | 1484 |
|
|
2024
Q1 | $1.82K | Hold |
18
| – | – | ﹤0.01% | 1483 |
|
|
2023
Q4 | $2K | Sell |
18
-4
| -18% | -$444 | ﹤0.01% | 1435 |
|
|
2023
Q3 | $1.63K | Sell |
22
-2
| -8% | -$149 | ﹤0.01% | 1440 |
|
|
2023
Q2 | $1.9K | Buy |
24
+16
| +200% | +$1.27K | ﹤0.01% | 1401 |
|
|
2023
Q1 | $610 | Sell |
8
-12
| -60% | -$915 | ﹤0.01% | 1691 |
|
|
2022
Q4 | $1.57K | Sell |
20
-4
| -17% | -$314 | ﹤0.01% | 1466 |
|
|
2022
Q3 | $2K | Sell |
24
-2
| -8% | -$167 | ﹤0.01% | 1424 |
|
|
2022
Q2 | $3K | Buy |
26
+2
| +8% | +$231 | ﹤0.01% | 1250 |
|
|
2022
Q1 | $3K | Buy |
24
+12
| +100% | +$1.5K | ﹤0.01% | 1337 |
|
|
2021
Q4 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 1191 |
|