Kestra Advisory Services’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 | $885K | Buy |
12,560
+134
| +1% | +$9.44K | ﹤0.01% | 1559 |
|
|
2025
Q1 | $1.06M | Buy |
12,426
+148
| +1% | +$12.6K | 0.01% | 1361 |
|
|
2024
Q4 | $1.19M | Sell |
12,278
-236
| -2% | -$22.9K | 0.01% | 1296 |
|
|
2024
Q3 | $1.42M | Buy |
12,514
+93
| +0.7% | +$10.6K | 0.01% | 1134 |
|
|
2024
Q2 | $1.22M | Buy |
12,421
+185
| +2% | +$18.2K | 0.01% | 1208 |
|
|
2024
Q1 | $1.24M | Buy |
12,236
+76
| +0.6% | +$7.68K | 0.01% | 1117 |
|
|
2023
Q4 | $1.35M | Buy |
12,160
+91
| +0.8% | +$10.1K | 0.01% | 977 |
|
|
2023
Q3 | $896K | Buy |
12,069
+9
| +0.1% | +$668 | 0.01% | 1045 |
|
|
2023
Q2 | $954K | Buy |
12,060
+67
| +0.6% | +$5.3K | 0.01% | 1004 |
|
|
2023
Q1 | $913K | Buy |
11,993
+106
| +0.9% | +$8.07K | 0.01% | 986 |
|
|
2022
Q4 | $933K | Sell |
11,887
-346
| -3% | -$27.2K | 0.01% | 1082 |
|
|
2022
Q3 | $1.02M | Sell |
12,233
-7,372
| -38% | -$617K | 0.01% | 963 |
|
|
2022
Q2 | $1.89M | Buy |
19,605
+95
| +0.5% | +$9.15K | 0.02% | 696 |
|
|
2022
Q1 | $2.53M | Sell |
19,510
-309
| -2% | -$40K | 0.03% | 594 |
|
|
2021
Q4 | $2.99M | Buy |
19,819
+305
| +2% | +$46K | 0.03% | 543 |
|
|
2021
Q3 | $2.22M | Buy |
19,514
+15,962
| +449% | +$1.81M | 0.02% | 661 |
|
|
2021
Q2 | $371K | Buy |
3,552
+38
| +1% | +$3.97K | ﹤0.01% | 1438 |
|
|
2021
Q1 | $361K | Sell |
3,514
-1,342
| -28% | -$138K | ﹤0.01% | 1355 |
|
|
2020
Q4 | $442K | Buy |
4,856
+4,754
| +4,661% | +$433K | 0.01% | 1269 |
|
|
2020
Q3 | $371K | Buy |
+102
| New | +$371K | 0.01% | 1011 |
|