MAP
Moody Aldrich Partners’s Walker & Dunlop WD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Sell |
37,635
-564
| -1% | -$39.8K | 0.51% | 79 |
|
|
2025
Q1 | $3.26M | Sell |
38,199
-26,994
| -41% | -$2.3M | 0.68% | 61 |
|
|
2024
Q4 | $6.34M | Sell |
65,193
-1,929
| -3% | -$188K | 1.17% | 25 |
|
|
2024
Q3 | $7.62M | Buy |
67,122
+32,207
| +92% | +$3.66M | 1.39% | 12 |
|
|
2024
Q2 | $3.43M | Sell |
34,915
-14,478
| -29% | -$1.42M | 0.67% | 69 |
|
|
2024
Q1 | $4.99M | Sell |
49,393
-17,706
| -26% | -$1.79M | 0.85% | 49 |
|
|
2023
Q4 | $7.45M | Buy |
67,099
+18,017
| +37% | +$2M | 1.34% | 16 |
|
|
2023
Q3 | $3.64M | Buy |
+49,082
| New | +$3.64M | 0.69% | 62 |
|
|
2023
Q2 | – | Sell |
-50,408
| Closed | -$3.84M | – | 179 |
|
|
2023
Q1 | $3.84M | Buy |
50,408
+22,052
| +78% | +$1.68M | 0.78% | 52 |
|
|
2022
Q4 | $2.23M | Sell |
28,356
-25,141
| -47% | -$1.97M | 0.45% | 78 |
|
|
2022
Q3 | $4.48M | Sell |
53,497
-37,004
| -41% | -$3.1M | 0.92% | 47 |
|
|
2022
Q2 | $8.72M | Sell |
90,501
-12,938
| -13% | -$1.25M | 1.71% | 9 |
|
|
2022
Q1 | $13.4M | Buy |
103,439
+11,732
| +13% | +$1.52M | 1.88% | 9 |
|
|
2021
Q4 | $13.8M | Sell |
91,707
-40,460
| -31% | -$6.1M | 1.93% | 5 |
|
|
2021
Q3 | $15M | Buy |
132,167
+3,674
| +3% | +$417K | 1.9% | 4 |
|
|
2021
Q2 | $13.4M | Sell |
128,493
-1,594
| -1% | -$166K | 1.88% | 6 |
|
|
2021
Q1 | $13.4M | Buy |
130,087
+2,546
| +2% | +$262K | 1.93% | 7 |
|
|
2020
Q4 | $11.7M | Sell |
127,541
-47,044
| -27% | -$4.33M | 1.89% | 3 |
|
|
2020
Q3 | $9.25M | Buy |
174,585
+3,198
| +2% | +$169K | 1.94% | 3 |
|
|
2020
Q2 | $8.71M | Buy |
+171,387
| New | +$8.71M | 1.85% | 5 |
|