LPL Financial’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 | $823K | Buy |
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|
2025
Q2 | $642K | Buy |
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|
2025
Q1 | $555K | Buy |
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|
2024
Q4 | $244K | Sell |
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|
2024
Q3 | $871K | Buy |
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|
2024
Q2 | $259K | Sell |
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|
2024
Q1 | $293K | Buy |
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|
2023
Q4 | $295K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $210K | Sell |
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|
2023
Q1 | $278K | Buy |
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|
2022
Q4 | $261K | Sell |
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|
2022
Q3 | $305K | Sell |
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|
2022
Q2 | $471K | Sell |
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|
2022
Q1 | $10.6M | Buy |
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|
2021
Q4 | $11.3M | Buy |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $806K | Buy |
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|
2021
Q1 | $754K | Buy |
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|
2020
Q4 | $603K | Sell |
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|
2020
Q3 | $417K | Sell |
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|
2020
Q2 | $408K | Buy |
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|
2020
Q1 | $307K | Buy |
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|
2019
Q4 | $401K | Buy |
|