FFA
WFM
Fragasso Financial Advisors’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 |
-33,051
| Closed | -$1.39M | – | 108 |
|
|
2017
Q2 | $1.39M | Buy |
33,051
+1,866
| +6% | +$78.5K | 0.42% | 33 |
|
|
2017
Q1 | $926K | Buy |
31,185
+5,150
| +20% | +$153K | 0.29% | 47 |
|
|
2016
Q4 | $800K | Buy |
26,035
+10,914
| +72% | +$335K | 0.27% | 53 |
|
|
2016
Q3 | $428K | Buy |
+15,121
| New | +$428K | 0.15% | 51 |
|
|
2014
Q4 | – | Sell |
-56,542
| Closed | -$2.15M | – | 84 |
|
|
2014
Q3 | $2.15M | Buy |
+56,542
| New | +$2.15M | 1.68% | 10 |
|