EHC
WFM
Everett Harris & Co’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 |
-230,886
| Closed | -$9.72M | – | 249 |
|
|
2017
Q2 | $9.72M | Sell |
230,886
-298,709
| -56% | -$12.6M | 0.3% | 46 |
|
|
2017
Q1 | $15.7M | Buy |
529,595
+19,016
| +4% | +$565K | 0.52% | 40 |
|
|
2016
Q4 | $15.7M | Sell |
510,579
-43,110
| -8% | -$1.33M | 0.55% | 40 |
|
|
2016
Q3 | $15.7M | Sell |
553,689
-17,205
| -3% | -$488K | 0.56% | 40 |
|
|
2016
Q2 | $18.3M | Sell |
570,894
-2,159
| -0.4% | -$69.1K | 0.65% | 37 |
|
|
2016
Q1 | $17.8M | Sell |
573,053
-1,640
| -0.3% | -$51K | 0.64% | 35 |
|
|
2015
Q4 | $19.3M | Sell |
574,693
-117,555
| -17% | -$3.94M | 0.67% | 36 |
|
|
2015
Q3 | $21.9M | Sell |
692,248
-299,125
| -30% | -$9.47M | 0.8% | 30 |
|
|
2015
Q2 | $39.1M | Buy |
991,373
+59,855
| +6% | +$2.36M | 1.37% | 24 |
|
|
2015
Q1 | $48.5M | Buy |
931,518
+17,545
| +2% | +$914K | 1.66% | 21 |
|
|
2014
Q4 | $46.1M | Sell |
913,973
-28,720
| -3% | -$1.45M | 1.58% | 21 |
|
|
2014
Q3 | $35.9M | Buy |
942,693
+101,715
| +12% | +$3.88M | 1.3% | 25 |
|
|
2014
Q2 | $32.5M | Buy |
840,978
+176,409
| +27% | +$6.81M | 1.2% | 25 |
|
|
2014
Q1 | $33.7M | Buy |
664,569
+37,140
| +6% | +$1.88M | 1.25% | 25 |
|
|
2013
Q4 | $36.3M | Buy |
627,429
+4,670
| +0.7% | +$270K | 1.36% | 26 |
|
|
2013
Q3 | $36.4M | Buy |
622,759
+36,020
| +6% | +$2.11M | 1.49% | 25 |
|
|
2013
Q2 | $30.2M | Buy |
+586,739
| New | +$30.2M | 1.26% | 28 |
|