EWM
WFM
Evercore Wealth Management’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,075
| Closed | -$87K | – | 983 |
|
|
2017
Q2 | $87K | Buy |
2,075
+2,000
| +2,667% | +$83.9K | ﹤0.01% | 496 |
|
|
2017
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 961 |
|
|
2016
Q4 | $2K | Hold |
75
| – | – | ﹤0.01% | 960 |
|
|
2016
Q3 | $2K | Sell |
75
-123
| -62% | -$3.28K | ﹤0.01% | 997 |
|
|
2016
Q2 | $6K | Sell |
198
-197
| -50% | -$5.97K | ﹤0.01% | 910 |
|
|
2016
Q1 | $12K | Hold |
395
| – | – | ﹤0.01% | 793 |
|
|
2015
Q4 | $14K | Sell |
395
-680
| -63% | -$24.1K | ﹤0.01% | 821 |
|
|
2015
Q3 | $34K | Hold |
1,075
| – | – | ﹤0.01% | 652 |
|
|
2015
Q2 | $42K | Hold |
1,075
| – | – | ﹤0.01% | 667 |
|
|
2015
Q1 | $56K | Buy |
1,075
+500
| +87% | +$26K | ﹤0.01% | 611 |
|
|
2014
Q4 | $29K | Hold |
575
| – | – | ﹤0.01% | 620 |
|
|
2014
Q3 | $22K | Hold |
575
| – | – | ﹤0.01% | 725 |
|
|
2014
Q2 | $22K | Sell |
575
-1,975
| -77% | -$75.6K | ﹤0.01% | 723 |
|
|
2014
Q1 | $129K | Sell |
2,550
-7,595
| -75% | -$384K | 0.01% | 437 |
|
|
2013
Q4 | $586K | Buy |
10,145
+9,523
| +1,531% | +$550K | 0.03% | 246 |
|
|
2013
Q3 | $35K | Buy |
622
+122
| +24% | +$6.87K | ﹤0.01% | 612 |
|
|
2013
Q2 | $26K | Buy |
+500
| New | +$26K | ﹤0.01% | 630 |
|