Verdence Capital Advisors’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 | $2.93M | Buy |
41,527
+5,046
| +14% | +$356K | 0.2% | 115 |
|
|
2025
Q1 | $3.11M | Buy |
36,481
+1,157
| +3% | +$98.8K | 0.24% | 103 |
|
|
2024
Q4 | $3.43M | Buy |
35,324
+678
| +2% | +$65.9K | 0.28% | 92 |
|
|
2024
Q3 | $3.94M | Buy |
34,646
+925
| +3% | +$105K | 0.31% | 76 |
|
|
2024
Q2 | $3.31M | Buy |
33,721
+1,303
| +4% | +$128K | 0.29% | 83 |
|
|
2024
Q1 | $3.28M | Sell |
32,418
-2,436
| -7% | -$246K | 0.3% | 89 |
|
|
2023
Q4 | $3.87M | Buy |
34,854
+977
| +3% | +$108K | 0.37% | 62 |
|
|
2023
Q3 | $2.52M | Buy |
33,877
+1,036
| +3% | +$76.9K | 0.27% | 96 |
|
|
2023
Q2 | $2.6M | Sell |
32,841
-336
| -1% | -$26.6K | 0.3% | 91 |
|
|
2023
Q1 | $2.53M | Buy |
33,177
+2,277
| +7% | +$173K | 0.31% | 88 |
|
|
2022
Q4 | $2.43M | Sell |
30,900
-5,026
| -14% | -$394K | 0.3% | 83 |
|
|
2022
Q3 | $3.01M | Buy |
35,926
+7,748
| +27% | +$649K | 0.41% | 67 |
|
|
2022
Q2 | $2.72M | Sell |
28,178
-1,403
| -5% | -$135K | 0.35% | 77 |
|
|
2022
Q1 | $3.83M | Sell |
29,581
-3,191
| -10% | -$413K | 0.43% | 58 |
|
|
2021
Q4 | $4.95M | Buy |
32,772
+737
| +2% | +$111K | 0.58% | 45 |
|
|
2021
Q3 | $3.64M | Sell |
32,035
-366
| -1% | -$41.5K | 0.48% | 50 |
|
|
2021
Q2 | $3.38M | Sell |
32,401
-121
| -0.4% | -$12.6K | 0.47% | 50 |
|
|
2021
Q1 | $3.34M | Buy |
32,522
+904
| +3% | +$92.9K | 0.56% | 39 |
|
|
2020
Q4 | $2.91M | Sell |
31,618
-13,292
| -30% | -$1.22M | 0.55% | 41 |
|
|
2020
Q3 | $2.38M | Sell |
44,910
-268
| -0.6% | -$14.2K | 0.55% | 46 |
|
|
2020
Q2 | $2.3M | Buy |
45,178
+14,537
| +47% | +$739K | 0.57% | 46 |
|
|
2020
Q1 | $1.23M | Buy |
30,641
+1,426
| +5% | +$57.4K | 0.37% | 78 |
|
|
2019
Q4 | $1.89M | Sell |
29,215
-9,600
| -25% | -$621K | 0.46% | 63 |
|
|
2019
Q3 | $2.17M | Sell |
38,815
-1,332
| -3% | -$74.5K | 0.61% | 49 |
|
|
2019
Q2 | $2.14M | Sell |
40,147
-11,242
| -22% | -$598K | 0.61% | 50 |
|
|
2019
Q1 | $2.62M | Sell |
51,389
-8,464
| -14% | -$431K | 0.71% | 45 |
|
|
2018
Q4 | $2.59M | Buy |
59,853
+21,926
| +58% | +$948K | 0.72% | 41 |
|
|
2018
Q3 | $2.01M | Buy |
37,927
+4,412
| +13% | +$233K | 0.5% | 51 |
|
|
2018
Q2 | $1.87M | Buy |
33,515
+7,449
| +29% | +$415K | 0.45% | 57 |
|
|
2018
Q1 | $1.55M | Buy |
+26,066
| New | +$1.55M | 0.37% | 63 |
|