Steward Partners Investment Advisory’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $24.6K | Sell |
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|
2025
Q2 | $32.1K | Sell |
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|
2025
Q1 | $39.4K | Buy |
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|
2024
Q4 | $29.9K | Sell |
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|
2024
Q3 | $36.5K | Buy |
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|
2024
Q2 | $30.4K | Buy |
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|
2024
Q1 | $29.7K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $13K | Hold |
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|
2021
Q4 | $15K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $57.8K | Buy |
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