CAI
WFM
Capital Advisors Inc’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-185,031
| Closed | -$5.86M | – | 136 |
|
|
2015
Q3 | $5.86M | Buy |
185,031
+1,984
| +1% | +$62.8K | 1.06% | 49 |
|
|
2015
Q2 | $7.22M | Buy |
183,047
+8,704
| +5% | +$343K | 1.24% | 42 |
|
|
2015
Q1 | $9.08M | Sell |
174,343
-2,407
| -1% | -$125K | 1.12% | 29 |
|
|
2014
Q4 | $8.91M | Sell |
176,750
-3,605
| -2% | -$182K | 1.65% | 21 |
|
|
2014
Q3 | $6.87M | Buy |
+180,355
| New | +$6.87M | 1.41% | 37 |
|