SEI Investments’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 | $626K | Sell |
8,878
-5,949
| -40% | -$419K | ﹤0.01% | 2091 |
|
2025
Q1 | $1.27M | Buy |
14,827
+5,236
| +55% | +$447K | ﹤0.01% | 1813 |
|
2024
Q4 | $932K | Sell |
9,591
-3,279
| -25% | -$319K | ﹤0.01% | 1974 |
|
2024
Q3 | $1.46M | Buy |
12,870
+1,315
| +11% | +$149K | ﹤0.01% | 1817 |
|
2024
Q2 | $1.13M | Sell |
11,555
-5,037
| -30% | -$495K | ﹤0.01% | 1866 |
|
2024
Q1 | $1.68M | Sell |
16,592
-4,162
| -20% | -$421K | ﹤0.01% | 1695 |
|
2023
Q4 | $2.3M | Buy |
20,754
+8,558
| +70% | +$950K | ﹤0.01% | 1533 |
|
2023
Q3 | $905K | Buy |
12,196
+7,921
| +185% | +$588K | ﹤0.01% | 1921 |
|
2023
Q2 | $338K | Sell |
4,275
-6,575
| -61% | -$520K | ﹤0.01% | 2292 |
|
2023
Q1 | $826K | Buy |
+10,850
| New | +$826K | ﹤0.01% | 1945 |
|
2022
Q4 | – | Sell |
-6,502
| Closed | -$544K | – | 2688 |
|
2022
Q3 | $544K | Sell |
6,502
-2,994
| -32% | -$250K | ﹤0.01% | 2052 |
|
2022
Q2 | $914K | Buy |
9,496
+4,048
| +74% | +$390K | ﹤0.01% | 1871 |
|
2022
Q1 | $708K | Sell |
5,448
-9,871
| -64% | -$1.28M | ﹤0.01% | 1936 |
|
2021
Q4 | $2.34M | Buy |
15,319
+5,304
| +53% | +$810K | ﹤0.01% | 1522 |
|
2021
Q3 | $1.16M | Sell |
10,015
-1,797
| -15% | -$208K | ﹤0.01% | 1725 |
|
2021
Q2 | $1.27M | Sell |
11,812
-57
| -0.5% | -$6.14K | ﹤0.01% | 1702 |
|
2021
Q1 | $1.2M | Sell |
11,869
-80
| -0.7% | -$8.1K | ﹤0.01% | 1681 |
|
2020
Q4 | $1.11M | Sell |
11,949
-15,152
| -56% | -$1.41M | ﹤0.01% | 1646 |
|
2020
Q3 | $1.38M | Buy |
27,101
+10,370
| +62% | +$527K | ﹤0.01% | 1457 |
|
2020
Q2 | $795K | Buy |
+16,731
| New | +$795K | ﹤0.01% | 1647 |
|
2019
Q2 | – | Sell |
-6,191
| Closed | -$315K | – | 2798 |
|
2019
Q1 | $315K | Sell |
6,191
-2,574
| -29% | -$131K | ﹤0.01% | 2104 |
|
2018
Q4 | $384K | Buy |
8,765
+8,250
| +1,602% | +$361K | ﹤0.01% | 1829 |
|
2018
Q3 | $27K | Sell |
515
-3,392
| -87% | -$178K | ﹤0.01% | 2343 |
|
2018
Q2 | $217K | Sell |
3,907
-5
| -0.1% | -$278 | ﹤0.01% | 2034 |
|
2018
Q1 | $232K | Buy |
+3,912
| New | +$232K | ﹤0.01% | 1842 |
|
2017
Q4 | – | Sell |
-6
| Closed | – | – | 3506 |
|
2017
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 3410 |
|
2016
Q1 | – | Sell |
-4,179
| Closed | -$120K | – | 2661 |
|
2015
Q4 | $120K | Buy |
+4,179
| New | +$120K | ﹤0.01% | 1661 |
|