LPL Financial’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 | $642K | Buy |
9,108
+2,608
| +40% | +$184K | ﹤0.01% | 4104 |
|
|
2025
Q1 | $555K | Buy |
6,500
+3,988
| +159% | +$340K | ﹤0.01% | 4027 |
|
|
2024
Q4 | $244K | Sell |
2,512
-5,157
| -67% | -$501K | ﹤0.01% | 4577 |
|
|
2024
Q3 | $871K | Buy |
7,669
+5,031
| +191% | +$572K | ﹤0.01% | 3471 |
|
|
2024
Q2 | $259K | Sell |
2,638
-259
| -9% | -$25.4K | ﹤0.01% | 4294 |
|
|
2024
Q1 | $293K | Buy |
2,897
+242
| +9% | +$24.5K | ﹤0.01% | 4156 |
|
|
2023
Q4 | $295K | Buy |
+2,655
| New | +$295K | ﹤0.01% | 4044 |
|
|
2023
Q3 | – | Sell |
-2,655
| Closed | -$210K | – | 4729 |
|
|
2023
Q2 | $210K | Sell |
2,655
-993
| -27% | -$78.5K | ﹤0.01% | 4065 |
|
|
2023
Q1 | $278K | Buy |
3,648
+325
| +10% | +$24.8K | ﹤0.01% | 3778 |
|
|
2022
Q4 | $261K | Sell |
3,323
-318
| -9% | -$25K | ﹤0.01% | 3746 |
|
|
2022
Q3 | $305K | Sell |
3,641
-1,247
| -26% | -$104K | ﹤0.01% | 3557 |
|
|
2022
Q2 | $471K | Sell |
4,888
-76,704
| -94% | -$7.39M | ﹤0.01% | 3244 |
|
|
2022
Q1 | $10.6M | Buy |
81,592
+6,971
| +9% | +$902K | 0.01% | 956 |
|
|
2021
Q4 | $11.3M | Buy |
74,621
+65,594
| +727% | +$9.9M | 0.01% | 951 |
|
|
2021
Q3 | $1.03M | Buy |
9,027
+1,306
| +17% | +$148K | ﹤0.01% | 2580 |
|
|
2021
Q2 | $806K | Buy |
7,721
+383
| +5% | +$40K | ﹤0.01% | 2740 |
|
|
2021
Q1 | $754K | Buy |
7,338
+786
| +12% | +$80.8K | ﹤0.01% | 2656 |
|
|
2020
Q4 | $603K | Sell |
6,552
-1,314
| -17% | -$121K | ﹤0.01% | 2583 |
|
|
2020
Q3 | $417K | Sell |
7,866
-171
| -2% | -$9.07K | ﹤0.01% | 2612 |
|
|
2020
Q2 | $408K | Buy |
8,037
+416
| +5% | +$21.1K | ﹤0.01% | 2564 |
|
|
2020
Q1 | $307K | Buy |
7,621
+1,419
| +23% | +$57.2K | ﹤0.01% | 2487 |
|
|
2019
Q4 | $401K | Buy |
+6,202
| New | +$401K | ﹤0.01% | 2544 |
|