Guardian Investor 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 | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | $130K | Hold |
2,494
| – | – | 0.1% | 243 |
|
2014
Q4 | $126K | Sell |
2,494
-69
| -3% | -$3.49K | 0.1% | 248 |
|
2014
Q3 | $98K | Sell |
2,563
-204
| -7% | -$7.8K | 0.08% | 293 |
|
2014
Q2 | $107K | Sell |
2,767
-103
| -4% | -$3.98K | 0.08% | 292 |
|
2014
Q1 | $146K | Sell |
2,870
-115
| -4% | -$5.85K | 0.11% | 213 |
|
2013
Q4 | $173K | Buy |
2,985
+221
| +8% | +$12.8K | 0.13% | 187 |
|
2013
Q3 | $162K | Sell |
2,764
-37
| -1% | -$2.17K | 0.14% | 179 |
|
2013
Q2 | $144K | Buy |
+2,801
| New | +$144K | 0.12% | 197 |
|