Nisa Investment Advisors’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 | $298K | Buy |
4,222
+669
| +19% | +$47.2K | ﹤0.01% | 1118 |
|
|
2025
Q1 | $303K | Hold |
3,553
| – | – | ﹤0.01% | 1126 |
|
|
2024
Q4 | $345K | Hold |
3,553
| – | – | ﹤0.01% | 1149 |
|
|
2024
Q3 | $404K | Hold |
3,553
| – | – | ﹤0.01% | 1106 |
|
|
2024
Q2 | $349K | Sell |
3,553
-1
| -0% | -$98 | ﹤0.01% | 1178 |
|
|
2024
Q1 | $359K | Buy |
3,554
+190
| +6% | +$19.2K | ﹤0.01% | 1180 |
|
|
2023
Q4 | $373K | Buy |
3,364
+9
| +0.3% | +$999 | ﹤0.01% | 1129 |
|
|
2023
Q3 | $249K | Sell |
3,355
-93
| -3% | -$6.9K | ﹤0.01% | 1256 |
|
|
2023
Q2 | $273K | Buy |
3,448
+2,078
| +152% | +$164K | ﹤0.01% | 1251 |
|
|
2023
Q1 | $104K | Buy |
1,370
+50
| +4% | +$3.8K | ﹤0.01% | 1492 |
|
|
2022
Q4 | $104K | Hold |
1,320
| – | – | ﹤0.01% | 1547 |
|
|
2022
Q3 | $119K | Buy |
1,320
+20
| +2% | +$1.8K | ﹤0.01% | 1427 |
|
|
2022
Q2 | $125K | Buy |
1,300
+400
| +44% | +$38.5K | ﹤0.01% | 1431 |
|
|
2022
Q1 | $116K | Sell |
900
-110
| -11% | -$14.2K | ﹤0.01% | 1571 |
|
|
2021
Q4 | $134K | Hold |
1,010
| – | – | ﹤0.01% | 1407 |
|
|
2021
Q3 | $115 | Hold |
1,010
| – | – | ﹤0.01% | 1636 |
|
|
2021
Q2 | $105 | Buy |
1,010
+110
| +12% | +$11 | ﹤0.01% | 1672 |
|
|
2021
Q1 | $92 | Hold |
900
| – | – | ﹤0.01% | 1787 |
|
|
2020
Q4 | $83K | Sell |
900
-140
| -13% | -$12.9K | ﹤0.01% | 1814 |
|
|
2020
Q3 | $55K | Buy |
1,040
+700
| +206% | +$37K | ﹤0.01% | 1768 |
|
|
2020
Q2 | $17K | Hold |
340
| – | – | ﹤0.01% | 1812 |
|
|
2020
Q1 | $14K | Buy |
+340
| New | +$14K | ﹤0.01% | 1791 |
|
|
2018
Q1 | – | Sell |
-8,200
| Closed | -$390K | – | 1896 |
|
|
2017
Q4 | $390K | Hold |
8,200
| – | – | ﹤0.01% | 1100 |
|
|
2017
Q3 | $429K | Hold |
8,200
| – | – | ﹤0.01% | 1073 |
|
|
2017
Q2 | $383K | Hold |
8,200
| – | – | ﹤0.01% | 1090 |
|
|
2017
Q1 | $342K | Hold |
8,200
| – | – | ﹤0.01% | 1134 |
|
|
2016
Q4 | $256K | Hold |
8,200
| – | – | ﹤0.01% | 1197 |
|
|
2016
Q3 | $207K | Hold |
8,200
| – | – | ﹤0.01% | 1216 |
|
|
2016
Q2 | $187K | Hold |
8,200
| – | – | ﹤0.01% | 1229 |
|
|
2016
Q1 | $199K | Sell |
8,200
-6,800
| -45% | -$165K | ﹤0.01% | 1216 |
|
|
2015
Q4 | $432K | Buy |
+15,000
| New | +$432K | 0.01% | 998 |
|