WFM
Cambridge Investment Research Advisors’s Whole Foods Market Inc WFM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-43,080
| Closed | -$1.81M | – | 2097 |
|
2017
Q2 | $1.81M | Sell |
43,080
-7,746
| -15% | -$326K | 0.03% | 558 |
|
2017
Q1 | $1.51M | Sell |
50,826
-3,367
| -6% | -$100K | 0.03% | 557 |
|
2016
Q4 | $1.67M | Sell |
54,193
-1,204
| -2% | -$37K | 0.03% | 490 |
|
2016
Q3 | $1.57M | Buy |
55,397
+2,479
| +5% | +$70.3K | 0.03% | 500 |
|
2016
Q2 | $1.69M | Buy |
52,918
+4,805
| +10% | +$154K | 0.04% | 419 |
|
2016
Q1 | $1.5M | Sell |
48,113
-3,715
| -7% | -$116K | 0.03% | 425 |
|
2015
Q4 | $1.74M | Sell |
51,828
-2,200
| -4% | -$73.7K | 0.04% | 384 |
|
2015
Q3 | $1.71M | Buy |
54,028
+12,025
| +29% | +$381K | 0.05% | 345 |
|
2015
Q2 | $1.66M | Buy |
42,003
+293
| +0.7% | +$11.6K | 0.05% | 357 |
|
2015
Q1 | $2.17M | Buy |
41,710
+1,082
| +3% | +$56.3K | 0.06% | 298 |
|
2014
Q4 | $2.05M | Sell |
40,628
-1,827
| -4% | -$92.1K | 0.06% | 291 |
|
2014
Q3 | $1.62M | Sell |
42,455
-422
| -1% | -$16.1K | 0.05% | 368 |
|
2014
Q2 | $1.66M | Buy |
42,877
+15,170
| +55% | +$586K | 0.06% | 318 |
|
2014
Q1 | $1.41M | Sell |
27,707
-4,496
| -14% | -$228K | 0.05% | 339 |
|
2013
Q4 | $1.86M | Buy |
32,203
+5,490
| +21% | +$317K | 0.08% | 254 |
|
2013
Q3 | $1.56M | Sell |
26,713
-2,267
| -8% | -$133K | 0.07% | 262 |
|
2013
Q2 | $1.49M | Buy |
+28,980
| New | +$1.49M | 0.08% | 239 |
|