CANC
WFM
Culbertson A N & Co’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-7,605
| Closed | -$216K | – | 93 |
|
|
2016
Q3 | $216K | Buy |
+7,605
| New | +$216K | 0.08% | 84 |
|
|
2015
Q4 | – | Sell |
-7,125
| Closed | -$226K | – | 82 |
|
|
2015
Q3 | $226K | Sell |
7,125
-840
| -11% | -$26.6K | 0.1% | 79 |
|
|
2015
Q2 | $314K | Hold |
7,965
| – | – | 0.12% | 78 |
|
|
2015
Q1 | $415K | Hold |
7,965
| – | – | 0.17% | 77 |
|
|
2014
Q4 | $402K | Hold |
7,965
| – | – | 0.17% | 76 |
|
|
2014
Q3 | $304K | Sell |
7,965
-1,760
| -18% | -$67.2K | 0.13% | 78 |
|
|
2014
Q2 | $376K | Buy |
9,725
+2,065
| +27% | +$79.8K | 0.16% | 77 |
|
|
2014
Q1 | $388K | Hold |
7,660
| – | – | 0.18% | 75 |
|
|
2013
Q4 | $443K | Buy |
7,660
+120
| +2% | +$6.94K | 0.22% | 72 |
|
|
2013
Q3 | $441K | Buy |
7,540
+250
| +3% | +$14.6K | 0.24% | 70 |
|
|
2013
Q2 | $375K | Buy |
+7,290
| New | +$375K | 0.21% | 71 |
|