CA
WFM
CapWealth Advisors’s Whole Foods Market Inc WFM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-70
| Closed | -$3K | – | 304 |
|
2015
Q2 | $3K | Hold |
70
| – | – | ﹤0.01% | 262 |
|
2015
Q1 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 274 |
|
2014
Q4 | – | Sell |
-70
| Closed | -$3K | – | 324 |
|
2014
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 331 |
|
2014
Q2 | $3K | Hold |
70
| – | – | ﹤0.01% | 326 |
|
2014
Q1 | $4K | Hold |
70
| – | – | ﹤0.01% | 325 |
|
2013
Q4 | $4K | Hold |
70
| – | – | ﹤0.01% | 330 |
|
2013
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 391 |
|
2013
Q2 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 365 |
|