AP
WFM
Appleton Partners’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 |
-5,065
| Closed | -$213K | – | 257 |
|
|
2017
Q2 | $213K | Buy |
+5,065
| New | +$213K | 0.04% | 232 |
|
|
2016
Q3 | – | Sell |
-6,450
| Closed | -$207K | – | 221 |
|
|
2016
Q2 | $207K | Sell |
6,450
-300
| -4% | -$9.63K | 0.04% | 198 |
|
|
2016
Q1 | $210K | Sell |
6,750
-202
| -3% | -$6.28K | 0.04% | 198 |
|
|
2015
Q4 | $233K | Sell |
6,952
-5,098
| -42% | -$171K | 0.05% | 196 |
|
|
2015
Q3 | $381K | Sell |
12,050
-2,010
| -14% | -$63.6K | 0.09% | 151 |
|
|
2015
Q2 | $555K | Buy |
14,060
+35
| +0.2% | +$1.38K | 0.12% | 116 |
|
|
2015
Q1 | $730K | Sell |
14,025
-75
| -0.5% | -$3.9K | 0.16% | 107 |
|
|
2014
Q4 | $711K | Hold |
14,100
| – | – | 0.16% | 102 |
|
|
2014
Q3 | $537K | Sell |
14,100
-520
| -4% | -$19.8K | 0.13% | 113 |
|
|
2014
Q2 | $565K | Sell |
14,620
-755
| -5% | -$29.2K | 0.13% | 116 |
|
|
2014
Q1 | $780K | Sell |
15,375
-1,170
| -7% | -$59.4K | 0.18% | 95 |
|
|
2013
Q4 | $957K | Buy |
16,545
+2,150
| +15% | +$124K | 0.23% | 84 |
|
|
2013
Q3 | $842K | Buy |
14,395
+425
| +3% | +$24.9K | 0.23% | 83 |
|
|
2013
Q2 | $719K | Buy |
+13,970
| New | +$719K | 0.21% | 81 |
|