CAG
WFM
Crestwood Advisors Group’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,600
| Closed | -$58K | – | 511 |
|
|
2017
Q1 | $58K | Buy |
+1,600
| New | +$58K | 0.01% | 238 |
|
|
2014
Q2 | – | Sell |
-5,066
| Closed | -$257K | – | 124 |
|
|
2014
Q1 | $257K | Buy |
5,066
+1
| +0% | +$51 | 0.04% | 107 |
|
|
2013
Q4 | $293K | Buy |
5,065
+465
| +10% | +$26.9K | 0.05% | 105 |
|
|
2013
Q3 | $269K | Buy |
4,600
+200
| +5% | +$11.7K | 0.05% | 108 |
|
|
2013
Q2 | $227K | Buy |
+4,400
| New | +$227K | 0.04% | 114 |
|