Steward Partners Investment Advisory’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 | $32.1K | Sell |
456
-5
| -1% | -$352 | ﹤0.01% | 2702 |
|
|
2025
Q1 | $39.4K | Buy |
461
+153
| +50% | +$13.1K | ﹤0.01% | 2500 |
|
|
2024
Q4 | $29.9K | Sell |
308
-13
| -4% | -$1.26K | ﹤0.01% | 2588 |
|
|
2024
Q3 | $36.5K | Buy |
321
+11
| +4% | +$1.25K | ﹤0.01% | 2395 |
|
|
2024
Q2 | $30.4K | Buy |
310
+16
| +5% | +$1.57K | ﹤0.01% | 2332 |
|
|
2024
Q1 | $29.7K | Buy |
+294
| New | +$29.7K | ﹤0.01% | 2347 |
|
|
2022
Q2 | – | Sell |
-100
| Closed | -$13K | – | 3387 |
|
|
2022
Q1 | $13K | Hold |
100
| – | – | ﹤0.01% | 2569 |
|
|
2021
Q4 | $15K | Buy |
+100
| New | +$15K | ﹤0.01% | 2453 |
|
|
2021
Q2 | – | Sell |
-563
| Closed | -$57.8K | – | 7424 |
|
|
2021
Q1 | $57.8K | Buy |
+563
| New | +$57.8K | ﹤0.01% | 1909 |
|