Synergy Financial Group’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 | $549K | Sell |
7,794
-445
| -5% | -$31.4K | 0.4% | 47 |
|
|
2025
Q1 | $703K | Buy |
8,239
+29
| +0.4% | +$2.48K | 0.63% | 38 |
|
|
2024
Q4 | $798K | Sell |
8,210
-391
| -5% | -$38K | 0.67% | 36 |
|
|
2024
Q3 | $977K | Buy |
8,601
+141
| +2% | +$16K | 0.93% | 26 |
|
|
2024
Q2 | $831K | Sell |
8,460
-213
| -2% | -$20.9K | 0.87% | 27 |
|
|
2024
Q1 | $876K | Buy |
8,673
+261
| +3% | +$26.4K | 0.99% | 24 |
|
|
2023
Q4 | $934K | Sell |
8,412
-352
| -4% | -$39.1K | 1.14% | 19 |
|
|
2023
Q3 | $651K | Sell |
8,764
-48
| -0.5% | -$3.56K | 0.91% | 30 |
|
|
2023
Q2 | $697K | Buy |
8,812
+614
| +7% | +$48.6K | 0.94% | 25 |
|
|
2023
Q1 | $624K | Sell |
8,198
-263
| -3% | -$20K | 1.02% | 23 |
|
|
2022
Q4 | $664K | Sell |
8,461
-1,431
| -14% | -$112K | 1.31% | 22 |
|
|
2022
Q3 | $828K | Buy |
9,892
+452
| +5% | +$37.8K | 1.24% | 24 |
|
|
2022
Q2 | $909K | Buy |
9,440
+401
| +4% | +$38.6K | 1.42% | 21 |
|
|
2022
Q1 | $1.17M | Buy |
9,039
+1,615
| +22% | +$209K | 1.23% | 22 |
|
|
2021
Q4 | $1.12M | Buy |
+7,424
| New | +$1.12M | 1.01% | 26 |
|