M.D. Sass LLC’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 | – | Sell |
-253,435
| Closed | -$21.6M | – | 40 |
|
|
2025
Q1 | $21.6M | Sell |
253,435
-11,420
| -4% | -$975K | 1.9% | 21 |
|
|
2024
Q4 | $25.7M | Buy |
264,855
+96,563
| +57% | +$9.39M | 1.94% | 22 |
|
|
2024
Q3 | $19.1M | Sell |
168,292
-22,588
| -12% | -$2.57M | 1.42% | 21 |
|
|
2024
Q2 | $18.7M | Buy |
190,880
+47,345
| +33% | +$4.65M | 1.35% | 22 |
|
|
2024
Q1 | $14.5M | Sell |
143,535
-45,202
| -24% | -$4.57M | 1.64% | 23 |
|
|
2023
Q4 | $21M | Sell |
188,737
-130,841
| -41% | -$14.5M | 2.52% | 18 |
|
|
2023
Q3 | $23.7M | Sell |
319,578
-33,876
| -10% | -$2.51M | 3.19% | 16 |
|
|
2023
Q2 | $28M | Sell |
353,454
-12,087
| -3% | -$956K | 3.71% | 12 |
|
|
2023
Q1 | $27.8M | Buy |
365,541
+1,732
| +0.5% | +$132K | 3.47% | 11 |
|
|
2022
Q4 | $28.6M | Sell |
363,809
-9,096
| -2% | -$714K | 4.2% | 12 |
|
|
2022
Q3 | $31.2M | Buy |
372,905
+45,869
| +14% | +$3.84M | 5.72% | 3 |
|
|
2022
Q2 | $31.5M | Buy |
327,036
+80,536
| +33% | +$7.76M | 5.95% | 6 |
|
|
2022
Q1 | $31.9M | Buy |
246,500
+20,696
| +9% | +$2.68M | 5.46% | 6 |
|
|
2021
Q4 | $34.1M | Sell |
225,804
-93,504
| -29% | -$14.1M | 5.29% | 7 |
|
|
2021
Q3 | $36.2M | Buy |
319,308
+117,825
| +58% | +$13.4M | 6.17% | 2 |
|
|
2021
Q2 | $21M | Buy |
+201,483
| New | +$21M | 3.48% | 17 |
|