Sage Mountain Advisors’s Walker & Dunlop WD Stock Holding History

Sage Mountain Advisors’s Portfolio WD Stock Details WD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$204K	Buy
2024 Q4	$231K	Buy
2024 Q3	$249K	Hold
2024 Q2	$215K	Buy
2024 Q1	$202K	Hold
2023 Q4	$222K	Buy