Robertson Stephens Wealth Management’s Walker & Dunlop WD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,263
| Closed | -$1.39M | – | 637 |
|
|
2024
Q3 | $1.39M | Buy |
+12,263
| New | +$1.39M | 0.05% | 242 |
|
|
2022
Q4 | – | Sell |
-7,240
| Closed | -$606K | – | 438 |
|
|
2022
Q3 | $606K | Hold |
7,240
| – | – | 0.06% | 195 |
|
|
2022
Q2 | $697K | Buy |
7,240
+745
| +11% | +$71.7K | 0.07% | 199 |
|
|
2022
Q1 | $840K | Buy |
6,495
+1,515
| +30% | +$196K | 0.07% | 198 |
|
|
2021
Q4 | $751K | Hold |
4,980
| – | – | 0.06% | 211 |
|
|
2021
Q3 | $565K | Buy |
4,980
+510
| +11% | +$57.9K | 0.06% | 189 |
|
|
2021
Q2 | $466K | Buy |
4,470
+500
| +13% | +$52.1K | 0.06% | 215 |
|
|
2021
Q1 | $407K | Buy |
3,970
+570
| +17% | +$58.4K | 0.07% | 199 |
|
|
2020
Q4 | $312K | Buy |
+3,400
| New | +$312K | 0.07% | 187 |
|