Wellington Management Group’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,999
| Closed | -$603K | – | 2235 |
|
|
2021
Q4 | $603K | Buy |
+3,999
| New | +$603K | ﹤0.01% | 1925 |
|
|
2020
Q2 | – | Sell |
-18,567
| Closed | -$748K | – | 1989 |
|
|
2020
Q1 | $748K | Buy |
18,567
+5,268
| +40% | +$212K | ﹤0.01% | 1608 |
|
|
2019
Q4 | $860K | Buy |
+13,299
| New | +$860K | ﹤0.01% | 1737 |
|
|
2018
Q4 | – | Sell |
-14,133
| Closed | -$747K | – | 2216 |
|
|
2018
Q3 | $747K | Sell |
14,133
-44,285
| -76% | -$2.34M | ﹤0.01% | 1945 |
|
|
2018
Q2 | $3.25M | Buy |
58,418
+18,655
| +47% | +$1.04M | ﹤0.01% | 1610 |
|
|
2018
Q1 | $2.36M | Sell |
39,763
-46,324
| -54% | -$2.75M | ﹤0.01% | 1686 |
|
|
2017
Q4 | $4.09M | Hold |
86,087
| – | – | ﹤0.01% | 1531 |
|
|
2017
Q3 | $4.51M | Buy |
86,087
+22,325
| +35% | +$1.17M | ﹤0.01% | 1503 |
|
|
2017
Q2 | $3.11M | Buy |
63,762
+11,807
| +23% | +$576K | ﹤0.01% | 1573 |
|
|
2017
Q1 | $2.17M | Sell |
51,955
-6,072
| -10% | -$253K | ﹤0.01% | 1713 |
|
|
2016
Q4 | $1.81M | Buy |
58,027
+26,379
| +83% | +$823K | ﹤0.01% | 1708 |
|
|
2016
Q3 | $799K | Sell |
31,648
-59,175
| -65% | -$1.49M | ﹤0.01% | 1876 |
|
|
2016
Q2 | $2.07M | Sell |
90,823
-34,532
| -28% | -$787K | ﹤0.01% | 1586 |
|
|
2016
Q1 | $3.04M | Buy |
125,355
+5,448
| +5% | +$132K | ﹤0.01% | 1481 |
|
|
2015
Q4 | $3.46M | Buy |
119,907
+45,464
| +61% | +$1.31M | ﹤0.01% | 1471 |
|
|
2015
Q3 | $1.94M | Buy |
74,443
+38,300
| +106% | +$999K | ﹤0.01% | 1634 |
|
|
2015
Q2 | $966K | Buy |
36,143
+10,804
| +43% | +$289K | ﹤0.01% | 1843 |
|
|
2015
Q1 | $449K | Buy |
+25,339
| New | +$449K | ﹤0.01% | 2005 |
|