LTI
WFM

Laffer Tengler Investments’s Whole Foods Market Inc WFM Stock Holding History

Laffer Tengler Investments’s Portfolio WFM Stock Details WFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-53,165
Closed -$2.24M – 209
2017
Q2 		$2.24M Hold
53,165
– – 0.57% 66
2017
Q1 		$1.58M Hold
53,165
– – 0.42% 133
2016
Q4 		$1.64M Buy
+53,165
New +$1.6M 0.44% 126
2016
Q2 		– Sell
-36,236
Closed -$1.13M – 288
2016
Q1 		$1.13M Buy
+36,236
New +$1.13M 0.31% 151
2015
Q4 		– Hold
0
– – – 150
2015
Q3 		– Sell
-36,236
Closed -$1.28M – 170
2015
Q2 		$1.43M Buy
+36,236
New +$1.62M 0.35% 166
2014
Q2 		– Sell
-42,526
Closed -$2.16M – 219
2014
Q1 		$2.16M Hold
42,526
– – 0.35% 124
2013
Q4 		$2.46M Buy
+42,526
New +$2.52M 0.41% 82
2013
Q3 		– Sell
-36,980
Closed -$2.04M – 58
2013
Q2 		$1.9M Buy
+36,980
New +$1.78M 0.37% 102

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RCM
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BA
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NIPH
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IP
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AIM
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