Kathmere Capital Management’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 | $9.75M | Hold |
138,401
| – | – | 0.75% | 32 |
|
|
2025
Q1 | $11.8M | Hold |
138,401
| – | – | 1% | 28 |
|
|
2024
Q4 | $13.5M | Hold |
138,401
| – | – | 1.21% | 27 |
|
|
2024
Q3 | $15.7M | Sell |
138,401
-7,250
| -5% | -$824K | 1.47% | 22 |
|
|
2024
Q2 | $14.3M | Hold |
145,651
| – | – | 1.51% | 22 |
|
|
2024
Q1 | $14.7M | Sell |
145,651
-16,008
| -10% | -$1.62M | 1.68% | 21 |
|
|
2023
Q4 | $17.9M | Sell |
161,659
-19,992
| -11% | -$2.22M | 2.33% | 12 |
|
|
2023
Q3 | $13.5M | Sell |
181,651
-52
| -0% | -$3.86K | 2% | 14 |
|
|
2023
Q2 | $14.4M | Hold |
181,703
| – | – | 2.23% | 12 |
|
|
2023
Q1 | $13.8M | Buy |
181,703
+77,219
| +74% | +$5.88M | 2.27% | 12 |
|
|
2022
Q4 | $8.2M | Sell |
104,484
-19,054
| -15% | -$1.5M | 1.45% | 19 |
|
|
2022
Q3 | $10.3M | Hold |
123,538
| – | – | 2.06% | 16 |
|
|
2022
Q2 | $11.9M | Hold |
123,538
| – | – | 2.19% | 18 |
|
|
2022
Q1 | $16M | Buy |
123,538
+52
| +0% | +$6.73K | 2.72% | 11 |
|
|
2021
Q4 | $18.6M | Sell |
123,486
-11,252
| -8% | -$1.7M | 3.24% | 8 |
|
|
2021
Q3 | $15.3M | Buy |
+134,738
| New | +$15.3M | 2.77% | 13 |
|
|
2020
Q3 | – | Sell |
-33,828
| Closed | -$1.72M | – | 402 |
|
|
2020
Q2 | $1.72M | Hold |
33,828
| – | – | 0.5% | 29 |
|
|
2020
Q1 | $1.36M | Hold |
33,828
| – | – | 0.49% | 36 |
|
|
2019
Q4 | $2.19M | Buy |
+33,828
| New | +$2.19M | 0.78% | 31 |
|