Counsel Portfolio Services’s Whole Foods Market Inc WFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-11,200
| Closed | -$583K | – | 330 |
|
|
2015
Q1 | $583K | Sell |
11,200
-2,800
| -20% | -$146K | 0.06% | 216 |
|
|
2014
Q4 | $706K | Hold |
14,000
| – | – | 0.07% | 197 |
|
|
2014
Q3 | $534K | Hold |
14,000
| – | – | 0.06% | 227 |
|
|
2014
Q2 | $541K | Buy |
14,000
+8,000
| +133% | +$309K | 0.05% | 276 |
|
|
2014
Q1 | $304K | Buy |
+6,000
| New | +$304K | 0.03% | 282 |
|