FAM
WFM
Formidable Asset 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 |
-32,980
| Closed | -$1.39M | – | 198 |
|
2017
Q2 | $1.39M | Buy |
32,980
+622
| +2% | +$26.2K | 0.68% | 25 |
|
2017
Q1 | $1.16M | Buy |
32,358
+2,808
| +10% | +$101K | 0.51% | 36 |
|
2016
Q4 | $909K | Buy |
29,550
+823
| +3% | +$25.3K | 0.46% | 47 |
|
2016
Q3 | $814K | Buy |
28,727
+1,524
| +6% | +$43.2K | 0.4% | 50 |
|
2016
Q2 | $895K | Buy |
27,203
+2,239
| +9% | +$73.7K | 0.5% | 38 |
|
2016
Q1 | $747K | Buy |
24,964
+20,484
| +457% | +$613K | 0.53% | 39 |
|
2015
Q4 | $150K | Hold |
4,480
| – | – | 0.1% | 151 |
|
2015
Q3 | $141K | Hold |
4,480
| – | – | 0.09% | 158 |
|
2015
Q2 | $177K | Buy |
4,480
+4,000
| +833% | +$158K | 0.11% | 138 |
|
2015
Q1 | $20K | Hold |
480
| – | – | 0.01% | 282 |
|
2014
Q4 | $24K | Hold |
480
| – | – | 0.02% | 253 |
|
2014
Q3 | $19K | Buy |
480
+200
| +71% | +$7.92K | 0.01% | 266 |
|
2014
Q2 | $11K | Hold |
280
| – | – | 0.01% | 350 |
|
2014
Q1 | $14K | Hold |
280
| – | – | 0.01% | 287 |
|
2013
Q4 | $15K | Hold |
280
| – | – | 0.01% | 298 |
|
2013
Q3 | $17K | Buy |
+280
| New | +$17K | 0.01% | 251 |
|