Cabot Wealth Management’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-42,830
| Closed | -$2.17M | – | 158 |
|
|
2014
Q1 | $2.17M | Sell |
42,830
-6,176
| -13% | -$313K | 0.57% | 83 |
|
|
2013
Q4 | $2.83M | Sell |
49,006
-2,953
| -6% | -$171K | 0.74% | 63 |
|
|
2013
Q3 | $3.04M | Sell |
51,959
-421
| -0.8% | -$24.6K | 0.91% | 50 |
|
|
2013
Q2 | $2.7M | Buy |
+52,380
| New | +$2.7M | 0.93% | 39 |
|