Zurich Cantonal Bank’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 | $413K | Sell |
5,858
-3,325
| -36% | -$234K | ﹤0.01% | 1772 |
|
2025
Q1 | $784K | Sell |
9,183
-559
| -6% | -$47.7K | ﹤0.01% | 1315 |
|
2024
Q4 | $947K | Buy |
9,742
+2,101
| +27% | +$204K | ﹤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% | +$31.2K | ﹤0.01% | 1208 |
|
2023
Q4 | $814K | Buy |
7,332
+1,347
| +23% | +$150K | ﹤0.01% | 1188 |
|
2023
Q3 | $444K | Buy |
5,985
+753
| +14% | +$55.9K | ﹤0.01% | 1472 |
|
2023
Q2 | $414K | Buy |
5,232
+500
| +11% | +$39.5K | ﹤0.01% | 1469 |
|
2023
Q1 | $360K | Buy |
4,732
+562
| +13% | +$42.8K | ﹤0.01% | 1497 |
|
2022
Q4 | $327K | Buy |
4,170
+286
| +7% | +$22.4K | ﹤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% | -$64.9K | ﹤0.01% | 1323 |
|
2021
Q4 | $662K | Buy |
4,385
+1,272
| +41% | +$192K | ﹤0.01% | 1246 |
|
2021
Q3 | $353K | Hold |
3,113
| – | – | ﹤0.01% | 1530 |
|
2021
Q2 | $325K | Sell |
3,113
-320
| -9% | -$33.4K | ﹤0.01% | 1494 |
|
2021
Q1 | $353K | Sell |
3,433
-507
| -13% | -$52.1K | ﹤0.01% | 1437 |
|
2020
Q4 | $363K | Buy |
3,940
+472
| +14% | +$43.5K | ﹤0.01% | 1463 |
|
2020
Q3 | $184K | Hold |
3,468
| – | – | ﹤0.01% | 1653 |
|
2020
Q2 | $176K | Buy |
3,468
+1,045
| +43% | +$53K | ﹤0.01% | 1600 |
|
2020
Q1 | $98K | Buy |
2,423
+423
| +21% | +$17.1K | ﹤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% | +$3.63K | ﹤0.01% | 1675 |
|
2018
Q4 | $69K | Hold |
1,590
| – | – | ﹤0.01% | 1835 |
|
2018
Q3 | $84K | Buy |
1,590
+160
| +11% | +$8.45K | ﹤0.01% | 1821 |
|
2018
Q2 | $80K | Sell |
1,430
-318
| -18% | -$17.8K | ﹤0.01% | 1798 |
|
2018
Q1 | $104K | Hold |
1,748
| – | – | ﹤0.01% | 1574 |
|
2017
Q4 | $83K | Buy |
1,748
+865
| +98% | +$41.1K | ﹤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% | +$5.38K | ﹤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% | +$10.9K | ﹤0.01% | 2127 |
|
2015
Q3 | $7K | Buy |
+286
| New | +$7K | ﹤0.01% | 2305 |
|