GWS
WFM

Glassman Wealth Services’s Whole Foods Market Inc WFM Stock Holding History

Glassman Wealth Services’s Portfolio WFM Stock Details WFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4
Closed – – 659
2017
Q2 		$0 Sell
4
-1,829
-100% -$66.6K ﹤0.01% 711
2017
Q1 		$54K Buy
+1,833
New +$55.2K 0.04% 160
2016
Q4 		– Sell
-101
Closed -$3K – 753
2016
Q3 		$3K Sell
101
-399
-80% -$12.3K ﹤0.01% 399
2016
Q2 		$16K Buy
500
+350
+233% +$10.9K 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 +$5.3K ﹤0.01% 370
2015
Q2 		– Sell
-1,032
Closed -$54K – 462
2015
Q1 		$54K Buy
1,032
+3
+0.3% +$161 0.04% 139
2014
Q4 		$52K Buy
+1,029
New +$45.3K 0.04% 159

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NIPH
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IP
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