AA
WFM
Apriem Advisors’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-247
| Closed | -$7K | – | 650 |
|
|
2017
Q1 | $7K | Hold |
247
| – | – | ﹤0.01% | 448 |
|
|
2016
Q4 | $8K | Sell |
247
-330
| -57% | -$10.7K | ﹤0.01% | 463 |
|
|
2016
Q3 | $16K | Sell |
577
-1,516
| -72% | -$42K | ﹤0.01% | 357 |
|
|
2016
Q2 | $67K | Buy |
2,093
+516
| +33% | +$16.5K | 0.02% | 201 |
|
|
2016
Q1 | $49K | Sell |
1,577
-140
| -8% | -$4.35K | 0.02% | 199 |
|
|
2015
Q4 | $58K | Hold |
1,717
| – | – | 0.02% | 193 |
|
|
2015
Q3 | $54K | Sell |
1,717
-350
| -17% | -$11K | 0.02% | 197 |
|
|
2015
Q2 | $82K | Hold |
2,067
| – | – | 0.03% | 158 |
|
|
2015
Q1 | $108K | Hold |
2,067
| – | – | 0.04% | 139 |
|
|
2014
Q4 | $104K | Sell |
2,067
-900
| -30% | -$45.3K | 0.04% | 132 |
|
|
2014
Q3 | $113K | Buy |
2,967
+2,570
| +647% | +$97.9K | 0.04% | 132 |
|
|
2014
Q2 | $15K | Sell |
397
-900
| -69% | -$34K | 0.01% | 302 |
|
|
2014
Q1 | $66K | Sell |
1,297
-125
| -9% | -$6.36K | 0.03% | 187 |
|
|
2013
Q4 | $82K | Buy |
1,422
+400
| +39% | +$23.1K | 0.03% | 161 |
|
|
2013
Q3 | $60K | Buy |
1,022
+200
| +24% | +$11.7K | 0.03% | 185 |
|
|
2013
Q2 | $42K | Buy |
+822
| New | +$42K | 0.02% | 205 |
|