Venturi Wealth Management’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,091
| Closed | -$203K | – | 1831 |
|
|
2024
Q4 | $203K | Buy |
2,091
+66
| +3% | +$6.42K | 0.01% | 540 |
|
|
2024
Q3 | $230K | Hold |
2,025
| – | – | 0.01% | 428 |
|
|
2024
Q2 | $199K | Hold |
2,025
| – | – | 0.01% | 411 |
|
|
2024
Q1 | $205K | Buy |
2,025
+200
| +11% | +$20.2K | 0.01% | 345 |
|
|
2023
Q4 | $203K | Hold |
1,825
| – | – | 0.01% | 345 |
|
|
2023
Q3 | $135K | Buy |
1,825
+100
| +6% | +$7.42K | 0.01% | 369 |
|
|
2023
Q2 | $136K | Sell |
1,725
-300
| -15% | -$23.7K | 0.01% | 343 |
|
|
2023
Q1 | $154K | Buy |
+2,025
| New | +$154K | 0.01% | 354 |
|
|
2022
Q2 | – | Sell |
-2,025
| Closed | -$262K | – | 355 |
|
|
2022
Q1 | $262K | Hold |
2,025
| – | – | 0.02% | 297 |
|
|
2021
Q4 | $306K | Buy |
+2,025
| New | +$306K | 0.02% | 286 |
|