LFAS
Level Four Advisory Services’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Buy |
180,885
+11,391
| +7% | +$1.11M | 0.65% | 24 |
|
|
2025
Q1 | $14.9M | Sell |
169,494
-524
| -0.3% | -$46K | 0.61% | 25 |
|
|
2024
Q4 | $15.4M | Sell |
170,018
-7,531
| -4% | -$680K | 0.63% | 24 |
|
|
2024
Q3 | $14.6M | Buy |
177,549
+27,128
| +18% | +$2.22M | 0.61% | 26 |
|
|
2024
Q2 | $10.2M | Buy |
150,421
+96,698
| +180% | +$6.55M | 0.46% | 39 |
|
|
2024
Q1 | $8.47M | Buy |
53,723
+1,171
| +2% | +$185K | 0.47% | 42 |
|
|
2023
Q4 | $8.28M | Buy |
52,552
+639
| +1% | +$101K | 0.46% | 40 |
|
|
2023
Q3 | $8.3M | Sell |
51,913
-5,807
| -10% | -$929K | 0.54% | 33 |
|
|
2023
Q2 | $9.07M | Sell |
57,720
-656
| -1% | -$103K | 0.55% | 31 |
|
|
2023
Q1 | $8.61M | Sell |
58,376
-3,234
| -5% | -$477K | 0.56% | 29 |
|
|
2022
Q4 | $8.74M | Buy |
61,610
+14,946
| +32% | +$2.12M | 0.65% | 27 |
|
|
2022
Q3 | $6.05M | Sell |
46,664
-3
| -0% | -$389 | 0.59% | 33 |
|
|
2022
Q2 | $5.67M | Buy |
46,667
+1,243
| +3% | +$151K | 0.54% | 40 |
|
|
2022
Q1 | $6.77M | Sell |
45,424
-756
| -2% | -$113K | 0.53% | 35 |
|
|
2021
Q4 | $6.68M | Buy |
46,180
+16,548
| +56% | +$2.39M | 0.51% | 39 |
|
|
2021
Q3 | $4.13M | Sell |
29,632
-13,769
| -32% | -$1.92M | 0.43% | 59 |
|
|
2021
Q2 | $6.12M | Sell |
43,401
-5,299
| -11% | -$747K | 0.42% | 48 |
|
|
2021
Q1 | $6.62M | Buy |
48,700
+4,911
| +11% | +$667K | 0.51% | 37 |
|
|
2020
Q4 | $6.31M | Sell |
43,789
-4,353
| -9% | -$627K | 0.51% | 44 |
|
|
2020
Q3 | $6.74M | Buy |
48,142
+11,929
| +33% | +$1.67M | 0.52% | 38 |
|
|
2020
Q2 | $4.34M | Buy |
36,213
+1,854
| +5% | +$222K | 0.34% | 70 |
|
|
2020
Q1 | $3.9M | Sell |
34,359
-1,095
| -3% | -$124K | 0.47% | 43 |
|
|
2019
Q4 | $11.9M | Buy |
35,454
+1,771
| +5% | +$596K | 0.47% | 61 |
|
|
2019
Q3 | $4M | Sell |
33,683
-819
| -2% | -$97.2K | 0.41% | 53 |
|
|
2019
Q2 | $3.81M | Buy |
34,502
+314
| +0.9% | +$34.7K | 0.38% | 59 |
|
|
2019
Q1 | $3.33M | Buy |
34,188
+280
| +0.8% | +$27.3K | 0.37% | 63 |
|
|
2018
Q4 | $3.16M | Buy |
33,908
+3,134
| +10% | +$292K | 0.39% | 63 |
|
|
2018
Q3 | $2.89M | Sell |
30,774
-1,160
| -4% | -$109K | 0.31% | 79 |
|
|
2018
Q2 | $2.74M | Sell |
31,934
-1,904
| -6% | -$163K | 0.2% | 111 |
|
|
2018
Q1 | $3.01M | Buy |
33,838
+2,085
| +7% | +$186K | 0.23% | 91 |
|
|
2017
Q4 | $3.14M | Sell |
31,753
-2,364
| -7% | -$233K | 0.24% | 88 |
|
|
2017
Q3 | $2.67M | Buy |
34,117
+9,737
| +40% | +$761K | 0.24% | 88 |
|
|
2017
Q2 | $1.75M | Sell |
24,380
-8,943
| -27% | -$641K | 0.27% | 96 |
|
|
2017
Q1 | $2.39M | Buy |
33,323
+13,091
| +65% | +$939K | 0.24% | 95 |
|
|
2016
Q4 | $1.4M | Buy |
+20,232
| New | +$1.4M | 0.18% | 122 |
|