Investment 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-12,560
| Closed | -$373K | – | 60 |
|
2017
Q1 | $373K | Sell |
12,560
-300
| -2% | -$8.91K | 0.31% | 54 |
|
2016
Q4 | $396K | Buy |
12,860
+800
| +7% | +$24.6K | 0.34% | 53 |
|
2016
Q3 | $342K | Sell |
12,060
-3,519
| -23% | -$99.8K | 0.3% | 54 |
|
2016
Q2 | $499K | Sell |
15,579
-3,001
| -16% | -$96.1K | 0.4% | 54 |
|
2016
Q1 | $578K | Sell |
18,580
-6,600
| -26% | -$205K | 0.54% | 49 |
|
2015
Q4 | $844K | Buy |
+25,180
| New | +$844K | 0.75% | 44 |
|