Advisor Group’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-28,542
| Closed | -$1.2M | – | 5076 |
|
|
2017
Q2 | $1.2M | Buy |
28,542
+4,559
| +19% | +$192K | 0.02% | 663 |
|
|
2017
Q1 | $714K | Buy |
23,983
+3,481
| +17% | +$104K | 0.01% | 879 |
|
|
2016
Q4 | $631K | Buy |
20,502
+967
| +5% | +$29.8K | 0.01% | 876 |
|
|
2016
Q3 | $555K | Sell |
19,535
-19,216
| -50% | -$546K | 0.01% | 924 |
|
|
2016
Q2 | $1.24M | Buy |
+38,751
| New | +$1.24M | 0.03% | 539 |
|