DLA
WFM

Douglas Lane & Associates’s Whole Foods Market Inc WFM Stock Holding History

Douglas Lane & Associates’s Portfolio WFM Stock Details WFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-104,425
Closed -$4.4M – 213
2017
Q2 		$4.4M Sell
104,425
-124,915
-54% -$4.55M 0.1% 115
2017
Q1 		$6.82M Buy
229,340
+701
+0.3% +$21.1K 0.17% 110
2016
Q4 		$7.03M Sell
228,639
-155,711
-41% -$4.68M 0.18% 108
2016
Q3 		$10.9M Sell
384,350
-111,901
-23% -$3.44M 0.29% 91
2016
Q2 		$15.9M Sell
496,251
-16,094
-3% -$500K 0.46% 80
2016
Q1 		$15.9M Buy
+512,345
New +$16M 0.44% 83

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RCM
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BA
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NIPH
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IP
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AIM
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