Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-18,836
| Closed | -$793K | – | 4415 |
|
|
2017
Q2 | $793K | Sell |
18,836
-8,949
| -32% | -$377K | ﹤0.01% | 790 |
|
|
2017
Q1 | $826K | Buy |
27,785
+5,225
| +23% | +$155K | ﹤0.01% | 739 |
|
|
2016
Q4 | $694K | Sell |
22,560
-6,273
| -22% | -$193K | ﹤0.01% | 777 |
|
|
2016
Q3 | $817K | Buy |
28,833
+5,566
| +24% | +$158K | 0.01% | 672 |
|
|
2016
Q2 | $745K | Sell |
23,267
-8,370
| -26% | -$268K | 0.01% | 605 |
|
|
2016
Q1 | $984K | Sell |
31,637
-7,592
| -19% | -$236K | 0.01% | 514 |
|
|
2015
Q4 | $1.31M | Buy |
39,229
+9,437
| +32% | +$316K | 0.01% | 421 |
|
|
2015
Q3 | $943K | Buy |
29,792
+1,699
| +6% | +$53.8K | 0.01% | 495 |
|
|
2015
Q2 | $1.11M | Buy |
28,093
+4,028
| +17% | +$159K | 0.01% | 439 |
|
|
2015
Q1 | $1.25M | Sell |
24,065
-2,288
| -9% | -$119K | 0.01% | 396 |
|
|
2014
Q4 | $1.33M | Buy |
26,353
+3,702
| +16% | +$187K | 0.01% | 361 |
|
|
2014
Q3 | $863K | Sell |
22,651
-1,587
| -7% | -$60.5K | 0.01% | 445 |
|
|
2014
Q2 | $936K | Buy |
24,238
+9,227
| +61% | +$356K | 0.01% | 407 |
|
|
2014
Q1 | $761K | Buy |
15,011
+2,289
| +18% | +$116K | 0.01% | 458 |
|
|
2013
Q4 | $736K | Buy |
12,722
+3,542
| +39% | +$205K | 0.01% | 394 |
|
|
2013
Q3 | $537K | Buy |
9,180
+1,439
| +19% | +$84.2K | 0.01% | 426 |
|
|
2013
Q2 | $398K | Buy |
+7,741
| New | +$398K | 0.01% | 463 |
|