EHWM
WFM
Eads & Heald Wealth Management’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-8,915
| Closed | -$282K | – | 141 |
|
|
2015
Q3 | $282K | Sell |
8,915
-135
| -1% | -$4.27K | 0.2% | 122 |
|
|
2015
Q2 | $357K | Sell |
9,050
-390
| -4% | -$15.4K | 0.24% | 115 |
|
|
2015
Q1 | $492K | Sell |
9,440
-715
| -7% | -$37.3K | 0.32% | 105 |
|
|
2014
Q4 | $512K | Sell |
10,155
-1,515
| -13% | -$76.4K | 0.33% | 103 |
|
|
2014
Q3 | $445K | Sell |
11,670
-355
| -3% | -$13.5K | 0.3% | 103 |
|
|
2014
Q2 | $465K | Buy |
12,025
+7,685
| +177% | +$297K | 0.31% | 103 |
|
|
2014
Q1 | $220K | Buy |
+4,340
| New | +$220K | 0.14% | 113 |
|