Boston Private Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $4.63M | Sell |
88,950
-1,956
| -2% | -$102K | 0.21% | 125 |
|
|
2014
Q4 | $4.58M | Buy |
90,906
+1,616
| +2% | +$81.5K | 0.21% | 127 |
|
|
2014
Q3 | $3.4M | Buy |
89,290
+33,235
| +59% | +$1.27M | 0.17% | 139 |
|
|
2014
Q2 | $2.17M | Buy |
56,055
+53,525
| +2,116% | +$2.07M | 0.11% | 177 |
|
|
2014
Q1 | $128K | Buy |
2,530
+300
| +13% | +$15.2K | 0.01% | 456 |
|
|
2013
Q4 | $129K | Buy |
2,230
+100
| +5% | +$5.79K | 0.01% | 450 |
|
|
2013
Q3 | $125K | Sell |
2,130
-1,120
| -34% | -$65.7K | 0.01% | 441 |
|
|
2013
Q2 | $167K | Buy |
+3,250
| New | +$167K | 0.01% | 385 |
|