UBS AM’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 | $9.22M | Buy |
130,884
+23,154
| +21% | +$1.63M | ﹤0.01% | 1398 |
|
|
2025
Q1 | $9.2M | Buy |
107,730
+7,470
| +7% | +$638K | ﹤0.01% | 1265 |
|
|
2024
Q4 | $9.75M | Buy |
100,260
+14,647
| +17% | +$1.42M | ﹤0.01% | 1259 |
|
|
2024
Q3 | $9.72M | Buy |
85,613
+328
| +0.4% | +$37.3K | ﹤0.01% | 1237 |
|
|
2024
Q2 | $8.37M | Buy |
85,285
+52,540
| +160% | +$5.16M | ﹤0.01% | 1216 |
|
|
2024
Q1 | $3.31M | Hold |
32,745
| – | – | ﹤0.01% | 1448 |
|
|
2023
Q4 | $3.64M | Hold |
32,745
| – | – | ﹤0.01% | 1405 |
|
|
2023
Q3 | $2.43M | Buy |
32,745
+1,388
| +4% | +$103K | ﹤0.01% | 1524 |
|
|
2023
Q2 | $2.39M | Hold |
31,357
| – | – | ﹤0.01% | 1567 |
|
|
2023
Q1 | $2.39M | Buy |
31,357
+1,952
| +7% | +$149K | ﹤0.01% | 1567 |
|
|
2022
Q4 | $2.31M | Sell |
29,405
-3,275
| -10% | -$257K | ﹤0.01% | 1469 |
|
|
2022
Q3 | $2.74M | Sell |
32,680
-5,672
| -15% | -$475K | ﹤0.01% | 1438 |
|
|
2022
Q2 | $3.69M | Buy |
38,352
+1,094
| +3% | +$105K | ﹤0.01% | 1328 |
|
|
2022
Q1 | $4.82M | Buy |
37,258
+412
| +1% | +$53.3K | ﹤0.01% | 1373 |
|
|
2021
Q4 | $5.56M | Sell |
36,846
-76
| -0.2% | -$11.5K | ﹤0.01% | 1369 |
|
|
2021
Q3 | $4.19M | Buy |
36,922
+4,277
| +13% | +$485K | ﹤0.01% | 1439 |
|
|
2021
Q2 | $3.41M | Buy |
32,645
+1,199
| +4% | +$125K | ﹤0.01% | 1580 |
|
|
2021
Q1 | $3.23M | Sell |
31,446
-2,846
| -8% | -$292K | ﹤0.01% | 1547 |
|
|
2020
Q4 | $3.16M | Buy |
34,292
+6,775
| +25% | +$623K | ﹤0.01% | 1494 |
|
|
2020
Q3 | $1.46M | Sell |
27,517
-293
| -1% | -$15.5K | ﹤0.01% | 1680 |
|
|
2020
Q2 | $1.41M | Sell |
27,810
-6,697
| -19% | -$340K | ﹤0.01% | 1659 |
|
|
2020
Q1 | $1.39M | Sell |
34,507
-1,550
| -4% | -$62.4K | ﹤0.01% | 1570 |
|
|
2019
Q4 | $2.33M | Buy |
36,057
+5,101
| +16% | +$330K | ﹤0.01% | 1527 |
|
|
2019
Q3 | $1.73M | Buy |
30,956
+3,194
| +12% | +$179K | ﹤0.01% | 1682 |
|
|
2019
Q2 | $1.48M | Buy |
27,762
+3,571
| +15% | +$190K | ﹤0.01% | 1736 |
|
|
2019
Q1 | $1.23M | Buy |
24,191
+4,404
| +22% | +$224K | ﹤0.01% | 1742 |
|
|
2018
Q4 | $856K | Sell |
19,787
-4,765
| -19% | -$206K | ﹤0.01% | 1817 |
|
|
2018
Q3 | $1.3M | Hold |
24,552
| – | – | ﹤0.01% | 1700 |
|
|
2018
Q2 | $1.37M | Hold |
24,552
| – | – | ﹤0.01% | 1688 |
|
|
2018
Q1 | $1.46M | Buy |
24,552
+8,869
| +57% | +$527K | ﹤0.01% | 1616 |
|
|
2017
Q4 | $745K | Hold |
15,683
| – | – | ﹤0.01% | 1846 |
|
|
2017
Q3 | $821K | Buy |
15,683
+506
| +3% | +$26.5K | ﹤0.01% | 1792 |
|
|
2017
Q2 | $741K | Buy |
15,177
+5,078
| +50% | +$248K | ﹤0.01% | 1770 |
|
|
2017
Q1 | $421K | Hold |
10,099
| – | – | ﹤0.01% | 1921 |
|
|
2016
Q4 | $315K | Sell |
10,099
-9,600
| -49% | -$299K | ﹤0.01% | 1930 |
|
|
2016
Q3 | $498K | Hold |
19,699
| – | – | ﹤0.01% | 1984 |
|
|
2016
Q2 | $449K | Hold |
19,699
| – | – | ﹤0.01% | 2007 |
|
|
2016
Q1 | $478K | Sell |
19,699
-1,500
| -7% | -$36.4K | ﹤0.01% | 1954 |
|
|
2015
Q4 | $611K | Buy |
21,199
+900
| +4% | +$25.9K | ﹤0.01% | 1947 |
|
|
2015
Q3 | $529K | Hold |
20,299
| – | – | ﹤0.01% | 1992 |
|
|
2015
Q2 | $543K | Buy |
20,299
+6,000
| +42% | +$161K | ﹤0.01% | 2021 |
|
|
2015
Q1 | $254K | Buy |
14,299
+600
| +4% | +$10.7K | ﹤0.01% | 2366 |
|
|
2014
Q4 | $240K | Buy |
13,699
+2,300
| +20% | +$40.3K | ﹤0.01% | 2373 |
|
|
2014
Q3 | $151K | Hold |
11,399
| – | – | ﹤0.01% | 2444 |
|
|
2014
Q2 | $161K | Hold |
11,399
| – | – | ﹤0.01% | 2460 |
|
|
2014
Q1 | $186K | Hold |
11,399
| – | – | ﹤0.01% | 2439 |
|
|
2013
Q4 | $184K | Sell |
11,399
-2,000
| -15% | -$32.3K | ﹤0.01% | 2396 |
|
|
2013
Q3 | $213K | Hold |
13,399
| – | – | ﹤0.01% | 2303 |
|
|
2013
Q2 | $234K | Buy |
+13,399
| New | +$234K | ﹤0.01% | 2174 |
|