Venturi Wealth Management, LLC Walker & Dunlop, Inc. Transaction History

Venturi Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$95.69 - $116.27 $6,315 - $7,673	66 Added 3.26%	2,091 $203,000
Q1 2024 Apr 23, 2024	BUY	$89.04 - $108.45 $17,808 - $21,690	200 Added 10.96%	2,025 $204,000
Q3 2023 Nov 02, 2023	BUY	$74.24 - $93.62 $7,423 - $9,362	100 Added 5.8%	1,825 $135,000
Q2 2023 Jul 24, 2023	SELL	$62.83 - $80.71 $18,849 - $24,212	-300 Reduced 14.81%	1,725 $136,000
Q1 2023 May 02, 2023	BUY	$72.53 - $100.93 $146,873 - $204,383	2,025 New	2,025 $154,000
Q2 2022 Aug 12, 2022	SELL	$89.09 - $132.49 $180,407 - $268,292	-2,025 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$116.24 - $154.9 $235,386 - $313,672	2,025 New	2,025 $305,000

298

27.6M

32.5K

7.1K

Ticker WD
Exchange NYSE
Sector Financial Services
Industry Mortgage Finance
Shares Outstandng 33,030,300
Market Cap $2.4B
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...

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