Godshalk Welsh Capital Management’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
Q2 | – | Sell |
-6,890
| Closed | -$205K | – | 133 |
|
|
2017
Q1 | $205K | Buy |
6,890
+400
| +6% | +$11.9K | 0.2% | 129 |
|
|
2016
Q4 | $200K | Buy |
+6,490
| New | +$200K | 0.2% | 129 |
|
|
2015
Q3 | – | Sell |
-6,015
| Closed | -$237K | – | 142 |
|
|
2015
Q2 | $237K | Buy |
+6,015
| New | +$237K | 0.24% | 129 |
|
|
2015
Q1 | – | Sell |
-1,890
| Closed | -$95K | – | 273 |
|
|
2014
Q4 | $95K | Buy |
+1,890
| New | +$95K | 0.09% | 169 |
|