Levy Wealth Management Group, LLC
- SEC CIK
- 0001843138
- Latest filing
- Jul 25, 2024
WMT holding history
Walmart Inc. in every 13F filed by Levy Wealth Management Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WMT overviewAll 13F holders of WMTFull Q2 2024 holdings
- Shares (Q2 2024)
- 7,327
- Value
- $496.1K
- % of portfolio
- 0.1%
- Quarters held
- 8
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 7,327 | $496.1K | 0.1% | +4,904+202.4% | Added | Holders |
| Q1 2024 | 2,423 | $382.0K | 0.1% | −4,846−66.7% | ReducedConverted for a 3-for-1 split | Holders |
| Q4 2023 | 2,423 | $382.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 2,423 | $387.6K | 0.1% | +7+0.3% | Added | Holders |
| Q2 2023 | 2,416 | $379.7K | 0.1% | +16+0.7% | Added | Holders |
| Q1 2023 | 2,400 | $353.9K | 0.1% | +700+41.2% | Added | Holders |
| Q4 2022 | 1,700 | $241.0K | 0.1% | −74−4.2% | Reduced | Holders |
| Q3 2022 | 1,774 | $230.0K | 0.1% | +1,774 | New | Holders |