Ownership history in LEVEL FOUR ADVISORY SERVICES, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π LEVEL FOUR ADVISORY SERVICES, LLC outperformed the S&P 500 by +5.7% annually on this WMT position. Timing score: 65% (22/34 decisions correct). Average cost basis: $60.08. Maximum drawdown during holding period: β18.1%.
π₯ Exceptional β beat the S&P 500 by 5.7% per year on this position.
34 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
22 of 34 add/trim decisions correct
Best entry: $20.72 (2017 Q1) Β· Worst: $111.18 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
19 adds Β· 17 trims. Bought during 5 of 9 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.66% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size