IPC
WFM
Independent Portfolio Consultants’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,475
| Closed | -$76K | – | 939 |
|
|
2016
Q4 | $76K | Buy |
2,475
+205
| +9% | +$6.3K | 0.03% | 488 |
|
|
2016
Q3 | $64K | Sell |
2,270
-380
| -14% | -$10.7K | 0.02% | 504 |
|
|
2016
Q2 | $85K | Buy |
+2,650
| New | +$85K | 0.03% | 473 |
|
|
2015
Q2 | – | Sell |
-2,710
| Closed | -$141K | – | 1211 |
|
|
2015
Q1 | $141K | Buy |
+2,710
| New | +$141K | 0.03% | 424 |
|
|
2014
Q2 | – | Sell |
-14,075
| Closed | -$713K | – | 852 |
|
|
2014
Q1 | $713K | Buy |
14,075
+1,325
| +10% | +$67.1K | 0.23% | 145 |
|
|
2013
Q4 | $737K | Sell |
12,750
-255
| -2% | -$14.7K | 0.26% | 117 |
|
|
2013
Q3 | $761K | Sell |
13,005
-265
| -2% | -$15.5K | 0.3% | 91 |
|
|
2013
Q2 | $683K | Buy |
+13,270
| New | +$683K | 0.31% | 89 |
|