IFP Advisors’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5446 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5253 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5070 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4827 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4620 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4381 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4233 |
|
|
2017
Q3 | – | Sell |
-16,113
| Closed | -$679K | – | 4317 |
|
|
2017
Q2 | $679K | Sell |
16,113
-1,434
| -8% | -$60.4K | 0.03% | 554 |
|
|
2017
Q1 | $522K | Buy |
17,547
+6,044
| +53% | +$180K | 0.02% | 658 |
|
|
2016
Q4 | $354K | Buy |
11,503
+2,896
| +34% | +$89.1K | 0.02% | 783 |
|
|
2016
Q3 | $244K | Buy |
8,607
+4,091
| +91% | +$116K | 0.01% | 900 |
|
|
2016
Q2 | $145K | Buy |
+4,516
| New | +$145K | 0.01% | 1140 |
|
|
2016
Q1 | – | Sell |
-6,531
| Closed | -$219K | – | 4048 |
|
|
2015
Q4 | $219K | Buy |
+6,531
| New | +$219K | 0.01% | 795 |
|