Nadler Financial Group’s Walmart WMT Stock Holding History

Nadler Financial Group’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$754K	Buy	7,714 +126	+2%	+$12.3K	0.08%	56
2025 Q1	$666K	Buy	7,588 +293	+4%	+$25.7K	0.07%	61
2024 Q4	$659K	Buy	7,295 +219	+3%	+$19.8K	0.07%	60
2024 Q3	$571K	Buy	7,076 +2,785	+65%	+$225K	0.06%	62
2024 Q2	$291K	Hold	4,291	–	–	0.03%	85
2024 Q1	$258K	Buy	+4,291	New	+$258K	0.03%	94
2023 Q3	–	Sell	-3,915	Closed	-$205K	–	118
2023 Q2	$205K	Buy	+3,915	New	+$205K	0.03%	109
2022 Q1	–	Sell	-5,385	Closed	-$260K	–	141
2021 Q4	$260K	Sell	5,385 -540	-9%	-$26.1K	0.04%	104
2021 Q3	$275K	Sell	5,925 -177	-3%	-$8.22K	0.04%	96
2021 Q2	$287K	Buy	6,102 +3	+0%	+$141	0.05%	98
2021 Q1	$276K	Buy	6,099 +258	+4%	+$11.7K	0.05%	92
2020 Q4	$281K	Sell	5,841 -300	-5%	-$14.4K	0.05%	84
2020 Q3	$286K	Buy	6,141 +729	+13%	+$34K	0.06%	80
2020 Q2	$216K	Buy	+5,412	New	+$216K	0.05%	91
2018 Q1	–	Sell	-6,627	Closed	-$218K	–	89
2017 Q4	$218K	Sell	6,627 -1,860	-22%	-$61.2K	0.07%	80
2017 Q3	$221K	Sell	8,487 -1,170	-12%	-$30.5K	0.07%	70
2017 Q2	$244K	Sell	9,657 -198	-2%	-$5K	0.08%	70
2017 Q1	$237K	Buy	9,855 +9	+0.1%	+$216	0.08%	71
2016 Q4	$227K	Hold	9,846	–	–	0.08%	74
2016 Q3	$237K	Buy	9,846 +9	+0.1%	+$217	0.09%	70
2016 Q2	$239K	Buy	9,837 +21	+0.2%	+$510	0.1%	71
2016 Q1	$224K	Sell	9,816 -942	-9%	-$21.5K	0.1%	76
2015 Q4	$220K	Sell	10,758 -7,539	-41%	-$154K	0.1%	82
2015 Q3	$395K	Sell	18,297 -1,839	-9%	-$39.7K	0.2%	48
2015 Q2	$476K	Buy	20,136 +2,763	+16%	+$65.3K	0.22%	43
2015 Q1	$476K	Sell	17,373 -810	-4%	-$22.2K	0.23%	41
2014 Q4	$521K	Buy	18,183 +3,153	+21%	+$90.3K	0.27%	39
2014 Q3	$383K	Buy	15,030 +141	+0.9%	+$3.59K	0.23%	45
2014 Q2	$373K	Sell	14,889 -735	-5%	-$18.4K	0.23%	40
2014 Q1	$398K	Buy	15,624 +75	+0.5%	+$1.91K	0.27%	40
2013 Q4	$408K	Buy	15,549 +525	+3%	+$13.8K	0.26%	42
2013 Q3	$370K	Buy	15,024 +3,024	+25%	+$74.5K	0.27%	45
2013 Q2	$298K	Buy	+12,000	New	+$298K	0.21%	60