HA
WFM
Hamel Associates’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-7,800
| Closed | -$262K | – | 98 |
|
|
2015
Q4 | $262K | Sell |
7,800
-8,375
| -52% | -$281K | 0.17% | 78 |
|
|
2015
Q3 | $512K | Sell |
16,175
-1,275
| -7% | -$40.4K | 0.36% | 65 |
|
|
2015
Q2 | $688K | Buy |
17,450
+1,800
| +12% | +$71K | 0.45% | 64 |
|
|
2015
Q1 | $816K | Hold |
15,650
| – | – | 0.54% | 62 |
|
|
2014
Q4 | $789K | Sell |
15,650
-1,325
| -8% | -$66.8K | 0.51% | 60 |
|
|
2014
Q3 | $647K | Buy |
16,975
+4,000
| +31% | +$152K | 0.43% | 66 |
|
|
2014
Q2 | $501K | Buy |
+12,975
| New | +$501K | 0.33% | 77 |
|