A detailed history of Venturi Wealth Management, LLC transactions in Walker & Dunlop, Inc. stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 2,025 shares of WD stock, worth $215,905. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,025
Previous 2,025 -0.0%
Holding current value
$215,905
Previous $198,000 16.16%
% of portfolio
0.01%
Previous 0.01%

Shares

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

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 $3.52B
  • 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 Venturi Wealth Management, LLC Portfolio

Follow Venturi Wealth Management, 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 Venturi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Venturi Wealth Management, LLC with notifications on news.