HAI
WFM
Hennessy Advisors Inc’s Whole Foods Market Inc WFM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-71,500
| Closed | -$2.13M | – | 295 |
|
2017
Q1 | $2.13M | Buy |
71,500
+10,800
| +18% | +$321K | 0.06% | 234 |
|
2016
Q4 | $1.87M | Hold |
60,700
| – | – | 0.06% | 234 |
|
2016
Q3 | $1.72M | Sell |
60,700
-1,800
| -3% | -$51K | 0.05% | 244 |
|
2016
Q2 | $2M | Hold |
62,500
| – | – | 0.06% | 226 |
|
2016
Q1 | $1.94M | Buy |
+62,500
| New | +$1.94M | 0.06% | 250 |
|