FG
WFM
Fiduciary Group’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-15,060
| Closed | -$482K | – | 187 |
|
|
2016
Q2 | $482K | Sell |
15,060
-15,210
| -50% | -$487K | 0.13% | 125 |
|
|
2016
Q1 | $942K | Sell |
30,270
-1,010
| -3% | -$31.4K | 0.27% | 86 |
|
|
2015
Q4 | $1.05M | Sell |
31,280
-30,631
| -49% | -$1.03M | 0.31% | 82 |
|
|
2015
Q3 | $1.96M | Sell |
61,911
-424
| -0.7% | -$13.4K | 0.65% | 52 |
|
|
2015
Q2 | $2.46M | Buy |
+62,335
| New | +$2.46M | 0.77% | 45 |
|