Athena Global Investors’s Whole Foods Market Inc WFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.02M | Sell |
34,241
-5,292
| -13% | -$157K | 3.06% | 13 |
|
|
2016
Q4 | $1.22M | Hold |
39,533
| – | – | 2.96% | 14 |
|
|
2016
Q3 | $1.12M | Sell |
39,533
-9,168
| -19% | -$260K | 2.91% | 13 |
|
|
2016
Q2 | $1.56M | Sell |
48,701
-6,290
| -11% | -$201K | 2.4% | 18 |
|
|
2016
Q1 | $1.71M | Hold |
54,991
| – | – | 1.76% | 21 |
|
|
2015
Q4 | $1.84M | Buy |
54,991
+23,639
| +75% | +$792K | 1.76% | 22 |
|
|
2015
Q3 | $992K | Buy |
+31,352
| New | +$992K | 1.01% | 26 |
|