UBS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.57M | Sell |
35,345
-8,571
| -20% | -$483K | ﹤0.01% | 5191 |
|
|
2025
Q4 | $2.64M | Sell |
43,916
-10,377
| -19% | -$737K | ﹤0.01% | 4697 |
|
|
2025
Q3 | $4.54M | Sell |
54,293
-20,917
| -28% | -$1.68M | ﹤0.01% | 4139 |
|
|
2025
Q2 | $5.3M | Sell |
75,210
-14,084
| -16% | -$1.02M | ﹤0.01% | 3820 |
|
|
2025
Q1 | $7.62M | Sell |
89,294
-20,421
| -19% | -$1.83M | ﹤0.01% | 3337 |
|
|
2024
Q4 | $10.7M | Buy |
109,715
+71,285
| +185% | +$7.72M | ﹤0.01% | 2967 |
|
|
2024
Q3 | $4.37M | Buy |
38,430
+18,285
| +91% | +$1.91M | ﹤0.01% | 3214 |
|
|
2024
Q2 | $1.98M | Sell |
20,145
-12,293
| -38% | -$1.17M | ﹤0.01% | 3777 |
|
|
2024
Q1 | $3.28M | Buy |
32,438
+4,994
| +18% | +$480K | ﹤0.01% | 3420 |
|
|
2023
Q4 | $3.05M | Buy |
27,444
+23,360
| +572% | +$1.92M | ﹤0.01% | 3342 |
|
|
2023
Q3 | $303K | Sell |
4,084
-67,344
| -94% | -$5.69M | ﹤0.01% | 5049 |
|
|
2023
Q2 | $5.65M | Buy |
71,428
+48,559
| +212% | +$3.51M | ﹤0.01% | 2463 |
|
|
2023
Q1 | $1.74M | Sell |
22,869
-6,678
| -23% | -$579K | ﹤0.01% | 3572 |
|
|
2022
Q4 | $2.32M | Buy |
29,547
+2,391
| +9% | +$201K | ﹤0.01% | 3252 |
|
|
2022
Q3 | $2.27M | Buy |
27,156
+6,965
| +34% | +$711K | ﹤0.01% | 3049 |
|
|
2022
Q2 | $1.95M | Sell |
20,191
-1,894
| -9% | -$209K | ﹤0.01% | 3173 |
|
|
2022
Q1 | $2.86M | Sell |
22,085
-7,596
| -26% | -$1.04M | ﹤0.01% | 3098 |
|
|
2021
Q4 | $4.48M | Buy |
29,681
+12,947
| +77% | +$1.8M | ﹤0.01% | 2939 |
|
|
2021
Q3 | $1.9M | Sell |
16,734
-1,809
| -10% | -$190K | ﹤0.01% | 3611 |
|
|
2021
Q2 | $1.94M | Sell |
18,543
-31,924
| -63% | -$3.34M | ﹤0.01% | 3608 |
|
|
2021
Q1 | $5.18M | Buy |
50,467
+874
| +2% | +$84.9K | ﹤0.01% | 2559 |
|
|
2020
Q4 | $4.56M | Sell |
49,593
-17,338
| -26% | -$1.28M | ﹤0.01% | 2544 |
|
|
2020
Q3 | $3.55M | Buy |
66,931
+4,716
| +8% | +$247K | ﹤0.01% | 2518 |
|
|
2020
Q2 | $3.16M | Buy |
62,215
+12,047
| +24% | +$493K | ﹤0.01% | 2450 |
|
|
2020
Q1 | $2.02M | Buy |
50,168
+7,521
| +18% | +$474K | ﹤0.01% | 2748 |
|
|
2019
Q4 | $2.76M | Buy |
42,647
+11,129
| +35% | +$704K | ﹤0.01% | 3219 |
|
|
2019
Q3 | $1.76M | Buy |
31,518
+18,821
| +148% | +$1.06M | ﹤0.01% | 3426 |
|
|
2019
Q2 | $675K | Buy |
12,697
+6,511
| +105% | +$345K | ﹤0.01% | 4068 |
|
|
2019
Q1 | $315K | Sell |
6,186
-8,652
| -58% | -$439K | ﹤0.01% | 4346 |
|
|
2018
Q4 | $642K | Buy |
14,838
+2,025
| +16% | +$93.1K | ﹤0.01% | 4075 |
|
|
2018
Q3 | $677K | Buy |
12,813
+8,451
| +194% | +$469K | ﹤0.01% | 4178 |
|
|
2018
Q2 | $243K | Sell |
4,362
-7,511
| -63% | -$433K | ﹤0.01% | 4808 |
|
|
2018
Q1 | $705K | Buy |
11,873
+9,443
| +389% | +$468K | ﹤0.01% | 3976 |
|
|
2017
Q4 | $116K | Sell |
2,430
-19,585
| -89% | -$998K | ﹤0.01% | 5255 |
|
|
2017
Q3 | $1.15M | Buy |
22,015
+16,991
| +338% | +$828K | ﹤0.01% | 3591 |
|
|
2017
Q2 | $245K | Buy |
5,024
+3,799
| +310% | +$177K | ﹤0.01% | 4618 |
|
|
2017
Q1 | $51K | Sell |
1,225
-4,641
| -79% | -$171K | ﹤0.01% | 5517 |
|
|
2016
Q4 | $183K | Buy |
5,866
+2,717
| +86% | +$76.2K | ﹤0.01% | 4861 |
|
|
2016
Q3 | $80K | Buy |
3,149
+785
| +33% | +$19.9K | ﹤0.01% | 5136 |
|
|
2016
Q2 | $55K | Buy |
2,364
+902
| +62% | +$21.1K | ﹤0.01% | 5454 |
|
|
2016
Q1 | $36K | Sell |
1,462
-23,651
| -94% | -$559K | ﹤0.01% | 5752 |
|
|
2015
Q4 | $723K | Buy |
25,113
+10,080
| +67% | +$291K | ﹤0.01% | 3659 |
|
|
2015
Q3 | $392K | Buy |
15,033
+13,758
| +1,079% | +$344K | ﹤0.01% | 4104 |
|
|
2015
Q2 | $34K | Buy |
1,275
+579
| +83% | +$12.9K | ﹤0.01% | 6370 |
|
|
2015
Q1 | $13K | Sell |
696
-1,524
| -69% | -$25.9K | ﹤0.01% | 7440 |
|
|
2014
Q4 | $39K | Buy |
+2,220
| New | +$35.3K | ﹤0.01% | 6804 |
|
Other funds holding WD
VPM
VCM
DRZID