Carson Wealth (CWM LLC)’s Whole Foods Market Inc WFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $620K | Sell |
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|
2017
Q1 | $4.84M | Sell |
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|
2016
Q4 | $5.5M | Sell |
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|
2016
Q3 | $5.68M | Buy |
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|
2016
Q2 | $184K | Hold |
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|
2016
Q1 | $179K | Buy |
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|
2015
Q4 | $191K | Hold |
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|
2015
Q3 | $180K | Hold |
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|
2015
Q2 | $225K | Sell |
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|
2015
Q1 | $298K | Buy |
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|
2014
Q4 | $287K | Hold |
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|
2014
Q3 | $217K | Sell |
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|
2014
Q2 | $235K | Buy |
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|
2014
Q1 | $245K | Buy |
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|
2013
Q4 | $269K | Hold |
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|
2013
Q3 | $273K | Buy |
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