Private Wealth Management Group’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
$564 Hold
8
﹤0.01% 1406
2025
Q1
$683 Hold
8
﹤0.01% 1342
2024
Q4
$778 Hold
8
﹤0.01% 1355
2024
Q3
$909 Hold
8
﹤0.01% 1311
2024
Q2
$786 Sell
8
-14
-64% -$1.38K ﹤0.01% 1338
2024
Q1
$2.22K Hold
22
﹤0.01% 919
2023
Q4
$2.44K Buy
+22
New +$2.44K ﹤0.01% 895