Sequoia Financial Advisors’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 | $18.5M | Sell |
261,856
-124
| -0% | -$8.74K | 0.13% | 124 |
|
|
2025
Q1 | $22.4M | Buy |
+261,980
| New | +$22.4M | 0.17% | 115 |
|
|
2024
Q3 | – | Sell |
-171,767
| Closed | -$16.9M | – | 1346 |
|
|
2024
Q2 | $16.9M | Sell |
171,767
-90,085
| -34% | -$8.85M | 0.2% | 100 |
|
|
2024
Q1 | $26.5M | Sell |
261,852
-47
| -0% | -$4.75K | 0.33% | 70 |
|
|
2023
Q4 | $29.1M | Sell |
261,899
-34,116
| -12% | -$3.79M | 0.36% | 62 |
|
|
2023
Q3 | $22M | Buy |
296,015
+42,160
| +17% | +$3.13M | 0.39% | 55 |
|
|
2023
Q2 | $20.1M | Buy |
+253,855
| New | +$20.1M | 0.34% | 56 |
|