FWM
WFM
Frontier 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
Q2 | – | Sell |
-32,350
| Closed | -$961K | – | 422 |
|
2017
Q1 | $961K | Hold |
32,350
| – | – | 0.15% | 159 |
|
2016
Q4 | $995K | Hold |
32,350
| – | – | 0.16% | 156 |
|
2016
Q3 | $917K | Hold |
32,350
| – | – | 0.14% | 152 |
|
2016
Q2 | $1.04M | Sell |
32,350
-50
| -0.2% | -$1.6K | 0.17% | 130 |
|
2016
Q1 | $1.01M | Buy |
32,400
+5,241
| +19% | +$163K | 0.08% | 134 |
|
2015
Q4 | $910K | Sell |
27,159
-130
| -0.5% | -$4.36K | 0.15% | 144 |
|
2015
Q3 | $864K | Buy |
27,289
+94
| +0.3% | +$2.98K | 0.14% | 146 |
|
2015
Q2 | $1.07M | Buy |
27,195
+680
| +3% | +$26.8K | 0.17% | 125 |
|
2015
Q1 | $1.38M | Buy |
+26,515
| New | +$1.38M | 0.22% | 85 |
|