IIA
WFM
IPG Investment Advisors’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-18,975
| Closed | -$608K | – | 142 |
|
|
2016
Q2 | $608K | Hold |
18,975
| – | – | 0.25% | 64 |
|
|
2016
Q1 | $590K | Sell |
18,975
-970
| -5% | -$30.2K | 0.27% | 59 |
|
|
2015
Q4 | $668K | Buy |
19,945
+50
| +0.3% | +$1.68K | 0.31% | 59 |
|
|
2015
Q3 | $630K | Sell |
19,895
-2,835
| -12% | -$89.7K | 0.29% | 58 |
|
|
2015
Q2 | $896K | Buy |
22,730
+1,170
| +5% | +$46.1K | 0.33% | 60 |
|
|
2015
Q1 | $1.12M | Buy |
21,560
+3,000
| +16% | +$156K | 0.43% | 44 |
|
|
2014
Q4 | $936K | Buy |
18,560
+4,090
| +28% | +$206K | 0.37% | 47 |
|
|
2014
Q3 | $551K | Buy |
14,470
+3,100
| +27% | +$118K | 0.2% | 58 |
|
|
2014
Q2 | $439K | Buy |
+11,370
| New | +$439K | 0.19% | 55 |
|