KMS Financial Services’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $380K | Buy |
9,984
+176
| +2% | +$6.7K | 0.05% | 320 |
|
|
2014
Q2 | $379K | Buy |
9,808
+142
| +1% | +$5.49K | 0.05% | 333 |
|
|
2014
Q1 | $490K | Buy |
9,666
+749
| +8% | +$38K | 0.08% | 260 |
|
|
2013
Q4 | $516K | Buy |
8,917
+2,759
| +45% | +$160K | 0.09% | 257 |
|
|
2013
Q3 | $360K | Buy |
6,158
+2,201
| +56% | +$129K | 0.09% | 259 |
|
|
2013
Q2 | $203K | Buy |
+3,957
| New | +$203K | 0.06% | 337 |
|