Kestra Advisory Services’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
Q3 | $1.06M | Buy |
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|
2025
Q2 | $885K | Buy |
|
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $1.19M | Sell |
|
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|
2024
Q3 | $1.42M | Buy |
|
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|
2024
Q2 | $1.22M | Buy |
|
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|
2024
Q1 | $1.24M | Buy |
|
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|
2023
Q4 | $1.35M | Buy |
|
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|
2023
Q3 | $896K | Buy |
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|
2023
Q2 | $954K | Buy |
|
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|
2023
Q1 | $913K | Buy |
|
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|
2022
Q4 | $933K | Sell |
|
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|
2022
Q3 | $1.02M | Sell |
|
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|
2022
Q2 | $1.89M | Buy |
|
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|
2022
Q1 | $2.52M | Sell |
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|
2021
Q4 | $2.99M | Buy |
|
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|
2021
Q3 | $2.21M | Buy |
|
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|
2021
Q2 | $371K | Buy |
|
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|
2021
Q1 | $361K | Sell |
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|
2020
Q4 | $442K | Buy |
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|
2020
Q3 | $371K | Buy |
|