Glassman Wealth Services’s Whole Foods Market Inc WFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4
| Closed | – | – | 658 |
|
|
2017
Q2 | $0 | Sell |
4
-1,829
| -100% | – | ﹤0.01% | 710 |
|
|
2017
Q1 | $54K | Buy |
+1,833
| New | +$54K | 0.04% | 160 |
|
|
2016
Q4 | – | Sell |
-101
| Closed | -$3K | – | 753 |
|
|
2016
Q3 | $3K | Sell |
101
-399
| -80% | -$11.9K | ﹤0.01% | 399 |
|
|
2016
Q2 | $16K | Buy |
500
+350
| +233% | +$11.2K | 0.01% | 256 |
|
|
2016
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 383 |
|
|
2015
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 376 |
|
|
2015
Q3 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 369 |
|
|
2015
Q2 | – | Sell |
-1,032
| Closed | -$54K | – | 452 |
|
|
2015
Q1 | $54K | Buy |
1,032
+3
| +0.3% | +$157 | 0.04% | 137 |
|
|
2014
Q4 | $52K | Buy |
+1,029
| New | +$52K | 0.04% | 157 |
|