SRC
Shufro Rose & Co’s Walker & Dunlop WD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.62M | Sell |
54,118
-1,447
| -3% | -$124K | 0.37% | 49 |
|
|
2025
Q1 | $4.74M | Sell |
55,565
-9,737
| -15% | -$831K | 0.37% | 49 |
|
|
2024
Q4 | $6.35M | Sell |
65,302
-16,277
| -20% | -$1.58M | 0.49% | 41 |
|
|
2024
Q3 | $8.01M | Hold |
81,579
| – | – | 0.65% | 35 |
|
|
2024
Q2 | $8.01M | Sell |
81,579
-2,225
| -3% | -$218K | 0.65% | 35 |
|
|
2024
Q1 | $8.47M | Sell |
83,804
-1,826
| -2% | -$185K | 0.7% | 37 |
|
|
2023
Q4 | $6.36M | Hold |
85,630
| – | – | 0.6% | 39 |
|
|
2023
Q3 | $6.36M | Sell |
85,630
-1,700
| -2% | -$126K | 0.6% | 39 |
|
|
2023
Q2 | $6.91M | Sell |
87,330
-2,440
| -3% | -$193K | 0.63% | 39 |
|
|
2023
Q1 | $6.84M | Sell |
89,770
-2,224
| -2% | -$169K | 0.63% | 39 |
|
|
2022
Q4 | $7.22M | Sell |
91,994
-7,232
| -7% | -$568K | 0.61% | 41 |
|
|
2022
Q3 | $8.31M | Hold |
99,226
| – | – | 0.83% | 33 |
|
|
2022
Q2 | $9.56M | Buy |
99,226
+6
| +0% | +$578 | 0.83% | 32 |
|
|
2022
Q1 | $12.8M | Sell |
99,220
-8,232
| -8% | -$1.07M | 0.99% | 28 |
|
|
2021
Q4 | $16.2M | Sell |
107,452
-2,803
| -3% | -$423K | 1.17% | 24 |
|
|
2021
Q3 | $12.5M | Sell |
110,255
-6,831
| -6% | -$775K | 0.98% | 31 |
|
|
2021
Q2 | $12.2M | Sell |
117,086
-3,239
| -3% | -$338K | 0.92% | 32 |
|
|
2021
Q1 | $12.4M | Sell |
120,325
-22,688
| -16% | -$2.33M | 0.98% | 29 |
|
|
2020
Q4 | $13.2M | Sell |
143,013
-42,945
| -23% | -$3.95M | 1.1% | 29 |
|
|
2020
Q3 | $9.86M | Sell |
185,958
-9,300
| -5% | -$493K | 0.95% | 31 |
|
|
2020
Q2 | $9.92M | Sell |
195,258
-12,700
| -6% | -$645K | 0.98% | 29 |
|
|
2020
Q1 | $8.37M | Sell |
207,958
-1,414
| -0.7% | -$56.9K | 1% | 29 |
|
|
2019
Q4 | $13.5M | Sell |
209,372
-32,777
| -14% | -$2.12M | 1.22% | 28 |
|
|
2019
Q3 | $13.5M | Sell |
242,149
-20,092
| -8% | -$1.12M | 1.34% | 26 |
|
|
2019
Q2 | $14M | Sell |
262,241
-3,199
| -1% | -$170K | 1.36% | 25 |
|
|
2019
Q1 | $13.5M | Sell |
265,440
-10,930
| -4% | -$556K | 1.35% | 25 |
|
|
2018
Q4 | $12M | Sell |
276,370
-3,437
| -1% | -$149K | 1.32% | 23 |
|
|
2018
Q3 | $14.8M | Sell |
279,807
-10,900
| -4% | -$576K | 1.37% | 21 |
|
|
2018
Q2 | $16.2M | Sell |
290,707
-22,435
| -7% | -$1.25M | 1.55% | 19 |
|
|
2018
Q1 | $18.6M | Sell |
313,142
-11,405
| -4% | -$678K | 1.84% | 15 |
|
|
2017
Q4 | $15.4M | Sell |
324,547
-20,950
| -6% | -$995K | 1.52% | 20 |
|
|
2017
Q3 | $18.1M | Sell |
345,497
-13,043
| -4% | -$683K | 1.82% | 15 |
|
|
2017
Q2 | $17.5M | Sell |
358,540
-64,035
| -15% | -$3.13M | 1.87% | 13 |
|
|
2017
Q1 | $17.6M | Sell |
422,575
-2,675
| -0.6% | -$112K | 1.9% | 12 |
|
|
2016
Q4 | $13.3M | Sell |
425,250
-2,616
| -0.6% | -$81.6K | 1.48% | 21 |
|
|
2016
Q3 | $10.8M | Sell |
427,866
-13,000
| -3% | -$328K | 1.21% | 23 |
|
|
2016
Q2 | $10M | Sell |
440,866
-8,850
| -2% | -$202K | 1.11% | 27 |
|
|
2016
Q1 | $10.9M | Buy |
449,716
+11,716
| +3% | +$284K | 1.22% | 24 |
|
|
2015
Q4 | $12.6M | Sell |
438,000
-11,965
| -3% | -$345K | 1.45% | 17 |
|
|
2015
Q3 | $11.7M | Sell |
449,965
-9,150
| -2% | -$239K | 1.41% | 21 |
|
|
2015
Q2 | $12.3M | Sell |
459,115
-20,950
| -4% | -$560K | 1.3% | 20 |
|
|
2015
Q1 | $8.51M | Sell |
480,065
-7,400
| -2% | -$131K | 0.88% | 43 |
|
|
2014
Q4 | $8.55M | Sell |
487,465
-1,800
| -0.4% | -$31.6K | 0.87% | 40 |
|
|
2014
Q3 | $6.5M | Sell |
489,265
-21,800
| -4% | -$290K | 0.67% | 53 |
|
|
2014
Q2 | $7.21M | Sell |
511,065
-1,600
| -0.3% | -$22.6K | 0.74% | 53 |
|
|
2014
Q1 | $8.38M | Sell |
512,665
-2,200
| -0.4% | -$36K | 0.88% | 38 |
|
|
2013
Q4 | $8.33M | Buy |
514,865
+37,700
| +8% | +$610K | 0.88% | 38 |
|
|
2013
Q3 | $7.59M | Buy |
477,165
+83,765
| +21% | +$1.33M | 0.86% | 36 |
|
|
2013
Q2 | $6.88M | Buy |
+393,400
| New | +$6.88M | 0.82% | 40 |
|