AP
WFM

Appleton Partners’s Whole Foods Market Inc WFM Stock Holding History

Appleton Partners’s Portfolio WFM Stock Details WFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-5,065
Closed -$213K – 257
2017
Q2 		$213K Buy
+5,065
New +$184K 0.04% 232
2016
Q3 		– Sell
-6,450
Closed -$207K – 221
2016
Q2 		$207K Sell
6,450
-300
-4% -$9.33K 0.04% 198
2016
Q1 		$210K Sell
6,750
-202
-3% -$6.32K 0.04% 198
2015
Q4 		$233K Sell
6,952
-5,098
-42% -$162K 0.05% 196
2015
Q3 		$381K Sell
12,050
-2,010
-14% -$71.1K 0.09% 151
2015
Q2 		$555K Buy
14,060
+35
+0.2% +$1.56K 0.12% 116
2015
Q1 		$730K Sell
14,025
-75
-0.5% -$4.02K 0.16% 107
2014
Q4 		$711K Hold
14,100
– – 0.16% 102
2014
Q3 		$537K Sell
14,100
-520
-4% -$19.9K 0.13% 113
2014
Q2 		$565K Sell
14,620
-755
-5% -$32.9K 0.13% 116
2014
Q1 		$780K Sell
15,375
-1,170
-7% -$62.3K 0.18% 95
2013
Q4 		$957K Buy
16,545
+2,150
+15% +$127K 0.23% 84
2013
Q3 		$842K Buy
14,395
+425
+3% +$23.5K 0.23% 83
2013
Q2 		$719K Buy
+13,970
New +$674K 0.21% 81

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