Zurich Cantonal Bank’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 | $498K | Buy |
11,232
+2,297
| +26% | +$129K | ﹤0.01% | 1828 |
|
|
2025
Q4 | $537K | Buy |
8,935
+2,288
| +34% | +$162K | ﹤0.01% | 1743 |
|
|
2025
Q3 | $556K | Buy |
6,647
+789
| +13% | +$63.5K | ﹤0.01% | 1675 |
|
|
2025
Q2 | $413K | Sell |
5,858
-3,325
| -36% | -$240K | ﹤0.01% | 1772 |
|
|
2025
Q1 | $784K | Sell |
9,183
-559
| -6% | -$50K | ﹤0.01% | 1315 |
|
|
2024
Q4 | $947K | Buy |
9,742
+2,101
| +27% | +$227K | ﹤0.01% | 1205 |
|
|
2024
Q3 | $868K | Hold |
7,641
| – | – | ﹤0.01% | 1200 |
|
|
2024
Q2 | $750K | Hold |
7,641
| – | – | ﹤0.01% | 1213 |
|
|
2024
Q1 | $772K | Buy |
7,641
+309
| +4% | +$29.7K | ﹤0.01% | 1208 |
|
|
2023
Q4 | $814K | Buy |
7,332
+1,347
| +23% | +$111K | ﹤0.01% | 1188 |
|
|
2023
Q3 | $444K | Buy |
5,985
+753
| +14% | +$63.6K | ﹤0.01% | 1472 |
|
|
2023
Q2 | $414K | Buy |
5,232
+500
| +11% | +$36.1K | ﹤0.01% | 1469 |
|
|
2023
Q1 | $360K | Buy |
4,732
+562
| +13% | +$48.8K | ﹤0.01% | 1497 |
|
|
2022
Q4 | $327K | Buy |
4,170
+286
| +7% | +$24K | ﹤0.01% | 1509 |
|
|
2022
Q3 | $325K | Hold |
3,884
| – | – | ﹤0.01% | 1457 |
|
|
2022
Q2 | $374K | Hold |
3,884
| – | – | ﹤0.01% | 1409 |
|
|
2022
Q1 | $503K | Sell |
3,884
-501
| -11% | -$68.8K | ﹤0.01% | 1323 |
|
|
2021
Q4 | $662K | Buy |
4,385
+1,272
| +41% | +$177K | ﹤0.01% | 1246 |
|
|
2021
Q3 | $353K | Hold |
3,113
| – | – | ﹤0.01% | 1530 |
|
|
2021
Q2 | $325K | Sell |
3,113
-320
| -9% | -$33.5K | ﹤0.01% | 1494 |
|
|
2021
Q1 | $353K | Sell |
3,433
-507
| -13% | -$49.3K | ﹤0.01% | 1437 |
|
|
2020
Q4 | $363K | Buy |
3,940
+472
| +14% | +$35K | ﹤0.01% | 1463 |
|
|
2020
Q3 | $184K | Hold |
3,468
| – | – | ﹤0.01% | 1653 |
|
|
2020
Q2 | $176K | Buy |
3,468
+1,045
| +43% | +$42.7K | ﹤0.01% | 1600 |
|
|
2020
Q1 | $98K | Buy |
2,423
+423
| +21% | +$26.6K | ﹤0.01% | 1616 |
|
|
2019
Q4 | $129K | Hold |
2,000
| – | – | ﹤0.01% | 1565 |
|
|
2019
Q3 | $112K | Buy |
2,000
+339
| +20% | +$19K | ﹤0.01% | 1557 |
|
|
2019
Q2 | $88K | Hold |
1,661
| – | – | ﹤0.01% | 1696 |
|
|
2019
Q1 | $85K | Buy |
1,661
+71
| +4% | +$3.6K | ﹤0.01% | 1675 |
|
|
2018
Q4 | $69K | Hold |
1,590
| – | – | ﹤0.01% | 1835 |
|
|
2018
Q3 | $84K | Buy |
1,590
+160
| +11% | +$8.89K | ﹤0.01% | 1821 |
|
|
2018
Q2 | $80K | Sell |
1,430
-318
| -18% | -$18.3K | ﹤0.01% | 1798 |
|
|
2018
Q1 | $104K | Hold |
1,748
| – | – | ﹤0.01% | 1574 |
|
|
2017
Q4 | $83K | Buy |
1,748
+865
| +98% | +$44.1K | ﹤0.01% | 1692 |
|
|
2017
Q3 | $46K | Hold |
883
| – | – | ﹤0.01% | 1860 |
|
|
2017
Q2 | $43K | Hold |
883
| – | – | ﹤0.01% | 1860 |
|
|
2017
Q1 | $37K | Hold |
883
| – | – | ﹤0.01% | 1968 |
|
|
2016
Q4 | $28K | Hold |
883
| – | – | ﹤0.01% | 2129 |
|
|
2016
Q3 | $22K | Buy |
883
+216
| +32% | +$5.49K | ﹤0.01% | 2208 |
|
|
2016
Q2 | $15K | Hold |
667
| – | – | ﹤0.01% | 2236 |
|
|
2016
Q1 | $16K | Hold |
667
| – | – | ﹤0.01% | 2190 |
|
|
2015
Q4 | $19K | Buy |
667
+381
| +133% | +$11K | ﹤0.01% | 2127 |
|
|
2015
Q3 | $7K | Buy |
+286
| New | +$7.15K | ﹤0.01% | 2305 |
|
Other funds holding WD
VPM
VCM
DRZID