Ownership history in LEVEL FOUR ADVISORY SERVICES, LLC · 36 quarters on record
This page tracks every 13F SEC filing in which LEVEL FOUR ADVISORY SERVICES, LLC reported a position in WAL-MART STORES INC (WMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 182,050 | +6,733 | +3.8% | 0.66% | $20.3M | $111.18 |
| 2025 Q3 | REDUCED | 175,317 | -5,568 | -3.1% | 0.62% | $18.1M | $102.64 |
| 2025 Q2 | ADDED | 180,885 | +11,391 | +6.7% | 0.65% | $17.7M | $97.15 |
| 2025 Q1 | REDUCED | 169,494 | -524 | -0.3% | 0.61% | $14.9M | $87.02 |
| 2024 Q4 | REDUCED | 170,018 | -7,531 | -4.2% | 0.63% | $15.4M | $89.31 |
| 2024 Q3 | ADDED | 177,549 | +27,128 | +18.0% | 0.61% | $14.6M | $79.64 |
| 2024 Q2 | ADDED | 150,421 | +96,698 | +180.0% | 0.46% | $10.2M | $66.59 |
| 2024 Q1 | ADDED | 53,723 | +1,171 | +2.2% | 0.47% | $8.5M | $58.97 |
| 2023 Q4 | ADDED | 52,552 | +639 | +1.2% | 0.46% | $8.3M | $51.33 |
| 2023 Q3 | REDUCED | 51,913 | -5,807 | -10.1% | 0.54% | $8.3M | $51.88 |
As of 2025 Q4 — sorted by position size