UBS 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 | $5.3M | Sell |
75,210
-14,084
| -16% | -$993K | ﹤0.01% | 3012 |
|
|
2025
Q1 | $7.62M | Sell |
89,294
-20,421
| -19% | -$1.74M | ﹤0.01% | 2609 |
|
|
2024
Q4 | $10.7M | Buy |
109,715
+71,285
| +185% | +$6.93M | ﹤0.01% | 2271 |
|
|
2024
Q3 | $4.37M | Buy |
38,430
+18,285
| +91% | +$2.08M | ﹤0.01% | 2389 |
|
|
2024
Q2 | $1.98M | Sell |
20,145
-12,293
| -38% | -$1.21M | ﹤0.01% | 2856 |
|
|
2024
Q1 | $3.28M | Buy |
32,438
+4,994
| +18% | +$505K | ﹤0.01% | 2559 |
|
|
2023
Q4 | $3.05M | Buy |
27,444
+23,360
| +572% | +$2.59M | ﹤0.01% | 2461 |
|
|
2023
Q3 | $303K | Sell |
4,084
-67,344
| -94% | -$5M | ﹤0.01% | 3966 |
|
|
2023
Q2 | $5.65M | Buy |
71,428
+48,559
| +212% | +$3.84M | ﹤0.01% | 1798 |
|
|
2023
Q1 | $1.74M | Sell |
22,869
-6,678
| -23% | -$509K | ﹤0.01% | 2713 |
|
|
2022
Q4 | $2.32M | Buy |
29,547
+2,391
| +9% | +$188K | ﹤0.01% | 2451 |
|
|
2022
Q3 | $2.27M | Buy |
27,156
+6,965
| +34% | +$583K | ﹤0.01% | 2266 |
|
|
2022
Q2 | $1.95M | Sell |
20,191
-1,894
| -9% | -$182K | ﹤0.01% | 2407 |
|
|
2022
Q1 | $2.86M | Sell |
22,085
-7,596
| -26% | -$983K | ﹤0.01% | 2382 |
|
|
2021
Q4 | $4.48M | Buy |
29,681
+12,947
| +77% | +$1.95M | ﹤0.01% | 2192 |
|
|
2021
Q3 | $1.9M | Sell |
16,734
-1,809
| -10% | -$205K | ﹤0.01% | 2783 |
|
|
2021
Q2 | $1.94M | Sell |
18,543
-31,924
| -63% | -$3.33M | ﹤0.01% | 2762 |
|
|
2021
Q1 | $5.19M | Buy |
50,467
+874
| +2% | +$89.8K | ﹤0.01% | 1925 |
|
|
2020
Q4 | $4.56M | Sell |
49,593
-17,338
| -26% | -$1.6M | ﹤0.01% | 1921 |
|
|
2020
Q3 | $3.55M | Buy |
66,931
+4,716
| +8% | +$250K | ﹤0.01% | 1961 |
|
|
2020
Q2 | $3.16M | Buy |
62,215
+12,047
| +24% | +$612K | ﹤0.01% | 1933 |
|
|
2020
Q1 | $2.02M | Buy |
50,168
+7,521
| +18% | +$303K | ﹤0.01% | 2153 |
|
|
2019
Q4 | $2.76M | Buy |
42,647
+11,129
| +35% | +$720K | ﹤0.01% | 2499 |
|
|
2019
Q3 | $1.76M | Buy |
31,518
+18,821
| +148% | +$1.05M | ﹤0.01% | 2729 |
|
|
2019
Q2 | $675K | Buy |
12,697
+6,511
| +105% | +$346K | ﹤0.01% | 3330 |
|
|
2019
Q1 | $315K | Sell |
6,186
-8,652
| -58% | -$441K | ﹤0.01% | 3618 |
|
|
2018
Q4 | $642K | Buy |
14,838
+2,025
| +16% | +$87.6K | ﹤0.01% | 3338 |
|
|
2018
Q3 | $677K | Buy |
12,813
+8,451
| +194% | +$447K | ﹤0.01% | 3442 |
|
|
2018
Q2 | $243K | Sell |
4,362
-7,511
| -63% | -$418K | ﹤0.01% | 3974 |
|
|
2018
Q1 | $705K | Buy |
11,873
+9,443
| +389% | +$561K | ﹤0.01% | 3264 |
|
|
2017
Q4 | $116K | Sell |
2,430
-19,585
| -89% | -$935K | ﹤0.01% | 4329 |
|
|
2017
Q3 | $1.15M | Buy |
22,015
+16,991
| +338% | +$890K | ﹤0.01% | 2902 |
|
|
2017
Q2 | $245K | Buy |
5,024
+3,799
| +310% | +$185K | ﹤0.01% | 3784 |
|
|
2017
Q1 | $51K | Sell |
1,225
-4,641
| -79% | -$193K | ﹤0.01% | 4622 |
|
|
2016
Q4 | $183K | Buy |
5,866
+2,717
| +86% | +$84.8K | ﹤0.01% | 3994 |
|
|
2016
Q3 | $80K | Buy |
3,149
+785
| +33% | +$19.9K | ﹤0.01% | 4283 |
|
|
2016
Q2 | $55K | Buy |
2,364
+902
| +62% | +$21K | ﹤0.01% | 4604 |
|
|
2016
Q1 | $36K | Sell |
1,462
-23,651
| -94% | -$582K | ﹤0.01% | 4948 |
|
|
2015
Q4 | $723K | Buy |
25,113
+10,080
| +67% | +$290K | ﹤0.01% | 2903 |
|
|
2015
Q3 | $392K | Buy |
15,033
+13,758
| +1,079% | +$359K | ﹤0.01% | 3270 |
|
|
2015
Q2 | $34K | Buy |
1,275
+579
| +83% | +$15.4K | ﹤0.01% | 5075 |
|
|
2015
Q1 | $13K | Sell |
696
-1,524
| -69% | -$28.5K | ﹤0.01% | 5715 |
|
|
2014
Q4 | $39K | Buy |
+2,220
| New | +$39K | ﹤0.01% | 4940 |
|