New Covenant Trust Company’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$802K Sell
8,244
-30
-0.4% -$2.92K 0.72% 26
2025
Q1
$705K Sell
8,274
-440
-5% -$37.5K 0.74% 27
2024
Q4
$789K Sell
8,714
-271
-3% -$24.5K 0.78% 27
2024
Q3
$717K Buy
8,985
+1,246
+16% +$99.4K 0.69% 27
2024
Q2
$548K Sell
7,739
-452
-6% -$32K 0.63% 29
2024
Q1
$493K Buy
+8,191
New +$493K 0.49% 31