Synergy Financial Group’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 | $627K | Sell |
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|
2025
Q2 | $549K | Sell |
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|
2025
Q1 | $703K | Buy |
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|
2024
Q4 | $798K | Sell |
|
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|
2024
Q3 | $977K | Buy |
|
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|
2024
Q2 | $831K | Sell |
|
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|
2024
Q1 | $876K | Buy |
|
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|
2023
Q4 | $934K | Sell |
|
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|
2023
Q3 | $651K | Sell |
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|
2023
Q2 | $697K | Buy |
|
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|
2023
Q1 | $624K | Sell |
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|
2022
Q4 | $664K | Sell |
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|
2022
Q3 | $828K | Buy |
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|
2022
Q2 | $909K | Buy |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $1.12M | Buy |
|