A detailed history of Ever Source Wealth Advisors, LLC transactions in Walker & Dunlop, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 210 shares of WD stock, worth $22,236. This represents 0.0% of its overall portfolio holdings.

Number of Shares
210
Previous 215 2.33%
Holding current value
$22,236
Previous $21,000 9.52%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$93.87 - $113.96 $469 - $569
-5 Reduced 2.33%
210 $23,000
Q2 2024

Aug 13, 2024

BUY
$89.89 - $102.46 $2,157 - $2,459
24 Added 12.57%
215 $21,000
Q1 2024

Jun 11, 2024

SELL
$89.04 - $108.45 $3,116 - $3,795
-35 Reduced 15.49%
191 $19,000
Q4 2023

Feb 09, 2024

SELL
$64.05 - $113.15 $3,202 - $5,657
-50 Reduced 18.12%
226 $25,000
Q2 2023

Aug 04, 2023

BUY
$62.83 - $80.71 $12,942 - $16,626
206 Added 294.29%
276 $21,000
Q1 2023

May 11, 2023

BUY
$72.53 - $100.93 $5,077 - $7,065
70 New
70 $5,000

Others Institutions Holding WD

About Walker & Dunlop, Inc.


  • Ticker WD
  • Exchange NYSE
  • Sector Financial Services
  • Industry Mortgage Finance
  • Shares Outstandng 33,030,300
  • Market Cap $3.5B
  • Description
  • Walker & Dunlop, Inc., through its subsidiaries, originates, sells, and services a range of multifamily and other commercial real estate financing products and services for owners and developers of real estate in the United States. The company offers first mortgage, second trust, supplemental, construction, mezzanine, preferred equity, small...
More about WD
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.