Advisory Services Network’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 |
-531
| Closed | -$22K | – | 2508 |
|
2017
Q2 | $22K | Sell |
531
-2,995
| -85% | -$124K | ﹤0.01% | 1333 |
|
2017
Q1 | $105K | Buy |
+3,526
| New | +$105K | 0.02% | 801 |
|
2016
Q3 | $139K | Hold |
4,910
| – | – | 0.03% | 606 |
|
2016
Q2 | $157K | Sell |
4,910
-42
| -0.8% | -$1.34K | 0.04% | 506 |
|
2016
Q1 | $154K | Buy |
4,952
+703
| +17% | +$21.9K | 0.04% | 430 |
|
2015
Q4 | $142K | Sell |
4,249
-223
| -5% | -$7.45K | 0.05% | 385 |
|
2015
Q3 | $142K | Buy |
4,472
+4,238
| +1,811% | +$135K | 0.04% | 336 |
|
2015
Q2 | $9K | Sell |
234
-82
| -26% | -$3.15K | ﹤0.01% | 906 |
|
2015
Q1 | $16K | Hold |
316
| – | – | ﹤0.01% | 752 |
|
2014
Q4 | $16K | Buy |
+316
| New | +$16K | 0.01% | 651 |
|
2014
Q1 | – | Sell |
-374
| Closed | -$22K | – | 957 |
|
2013
Q4 | $22K | Buy |
+374
| New | +$22K | 0.01% | 462 |
|