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 |
|