Integrated Wealth Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $7K | Hold |
240
| – | – | 0.02% | 184 |
|
|
2016
Q3 | $7K | Hold |
240
| – | – | 0.01% | 174 |
|
|
2016
Q2 | $8K | Hold |
240
| – | – | 0.02% | 71 |
|
|
2016
Q1 | $7K | Hold |
240
| – | – | 0.02% | 70 |
|
|
2015
Q4 | $8K | Hold |
240
| – | – | 0.01% | 66 |
|
|
2015
Q3 | $8K | Hold |
240
| – | – | 0.01% | 77 |
|
|
2015
Q2 | $9K | Hold |
240
| – | – | 0.01% | 74 |
|
|
2015
Q1 | $12K | Hold |
240
| – | – | 0.02% | 78 |
|
|
2014
Q4 | $12K | Hold |
240
| – | – | 0.01% | 77 |
|
|
2014
Q3 | $9K | Hold |
240
| – | – | 0.01% | 76 |
|
|
2014
Q2 | $9K | Sell |
240
-1,050
| -81% | -$39.4K | 0.01% | 87 |
|
|
2014
Q1 | $65K | Hold |
1,290
| – | – | 0.05% | 84 |
|
|
2013
Q4 | $75K | Hold |
1,290
| – | – | 0.06% | 85 |
|
|
2013
Q3 | $75.5K | Hold |
1,290
| – | – | 0.06% | 87 |
|
|
2013
Q2 | $66K | Buy |
+1,290
| New | +$66K | 0.05% | 93 |
|